Sell & Grow
Unlock Scale Without Losing Control
Sell & Grow is the path for advisors with larger practices, often $250M+ AUM, who want capital and resources to scale faster without giving up ownership. With Sell & Grow, advisors sell a minority stake, gain liquidity, and partner with firms that bring technology, compliance, and infrastructure. You stay in control while gaining the fuel to accelerate growth. It’s a model built for advisors who want to expand their reach without the grind of managing everything alone.
Take the First Step
Find out what your practice is worth and explore how Sell & Grow can unlock capital, resources, and scale.
Testimonials
What Our Client Say About Us
What Is Sell & Grow?
Sell & Grow is a strategic model where advisors sell 25–50% of their equity to a partner. The structure gives immediate liquidity while setting up future upside. Many advisors see additional opportunities later, often at 12–16x EBITDA.
The core idea is flexibility. Advisors keep control of strategy and client relationships while gaining the scale of a larger platform. That means better technology, stronger compliance support, and resources for staff.
This option works best for growth-minded advisors who want to scale without stepping back. It’s not designed as a retirement plan. Instead, it’s for those ready to take their practice beyond its current limits while still leading the way.
Who Sell & Grow May Not Be Right For
Solo advisors with lean cost structures may find that joining a larger platform increases shared expenses. For firms with very simple models and minimal overhead, Sell & Grow may not add the same value as it does for larger practices.
Why Advisors Choose Sell & Grow?
Many advisors feel weighed down by operational demands. Managing staff, compliance, and back-office work pulls focus from clients. Burnout becomes a real risk. Sell & Grow shifts that burden by aligning with a partner who takes on much of the drag.
Financially, it creates a balance. Advisors gain liquidity now while preserving ownership for future growth. Selling a minority stake means monetizing equity at strong multiples while holding on to long-term value.
For clients, the benefits are immediate. Advisors can bring them better tools, stronger compliance, and a more robust service model.
As one advisor put it: “I want to keep building, but I don’t want to build alone.”
Testimonials
What Our Client Say About Us
How Sell & Grow Works
The process is simple, structured, and designed around your needs:
1
Valuation Clarity
Every journey begins with knowing the true worth of your practice.
2
Buyer Match
We connect advisors with firms that share values, culture, and vision.
3
Deal Structuring
The sale is designed around growth. Advisors sell a minority stake with terms built to preserve leadership and maximize long-term upside.
4
Resource Leverage
Advisors gain access to compliance, technology, marketing, and staffing resources that would be costly to build alone.
5
Growth Acceleration
With the foundation in place, advisors can focus on acquisition and client expansion while the partner supports the infrastructure.
The Benefits of Selling to Grow
Sell & Grow delivers liquidity without losing control. Advisors scale faster with capital and shared infrastructure. Clients benefit from stronger tools, smoother service, and deeper support. Personal risk is reduced, with practices positioned for a future premium exit. The lifestyle impact is just as important: advisors regain time and freedom to grow instead of being buried in administration.
Why buyAUM?
Why Work With buyAUM for Sell & Grow
buyAUM specializes in matching advisors with the right partners. We guide every step, from valuation, to structuring the deal and supporting client transitions. Our process helps advisors retain up to 90% of clients post-transaction. We focus on the advisor’s financial and emotional goals, which ensures that growth happens on their terms, not someone else’s.
Grow on Your Terms
You don’t have to choose between growth and control. With Sell & Grow, you can have both.
Start with your FREE TruValue Report and explore your options.
FAQs
Frequently Asked Questions
How much equity do I have to sell in a Sell & Grow deal?
Most advisors sell between 25–50% of their equity. This structure provides immediate liquidity while keeping leadership in place. The exact percentage depends on your goals, the buyer’s offer, and how much capital you want to unlock for growth.
What types of buyers participate in Sell & Grow partnerships?
Buyers are typically strategic firms that specialize in compliance, technology, and infrastructure support. They’re not looking to take over your practice, but to create scale and efficiency that benefit both sides. The right partner is chosen based on cultural alignment and long-term vision, not just the highest offer.
Will I still control client relationships and strategy after the deal?
Yes, you remain the primary decision-maker for client service, investment approach, and practice direction. Partners handle the operational lift (compliance, technology, staffing) while you focus on building relationships. This balance keeps your practice identity intact while giving you tools to expand.
How is my practice valued for a Sell & Grow transaction?
Valuation is usually based on EBITDA multiples, with Sell & Grow deals often falling in the 12–16x range depending on size and structure. Factors like growth potential, revenue stability, and client retention all play into the final number. A clear valuation helps you understand both current value and future upside.
Can I eventually sell the rest of my practice in the future?
Yes, many advisors use Sell & Grow as a step toward a full exit later on. Keeping control now allows you to grow with a partner, then sell the remaining equity when the practice is larger and worth more. This staged approach often creates stronger outcomes than selling everything at once.
How does Sell & Grow improve client retention?
Stronger compliance, better technology, and improved service infrastructure all lead to a better client experience. Clients see faster response times, more accurate reporting, and a more professional structure around their advisor. These upgrades build trust and help ensure loyalty through transition.
Why choose buyAUM over other transition platforms?
buyAUM has a track record of guiding advisors through valuation, deal structuring, and client transitions with high retention rates. Our approach prioritizes cultural alignment so you end up with the right partner, not just any partner. We focus on your financial goals as well as your lifestyle and vision for the future.