Sell & Go
Fully Exit Your Advisory Practice on Your Terms
Sell & Go gives advisors a clear, structured path to fully exit their practice within 6–24 months. With Sell & Go, you can step away from your advisory business confidently, knowing your clients are supported and your legacy is preserved. The program delivers what matters most, including financial liquidity, lifestyle freedom, and continuity for those who trust you most. Advisors who choose Sell & Go benefit from expert guidance, a thoughtful transition, and the peace of mind that comes with seeing their life’s work carried forward. See what your practice is worth before you Sell & Go.
Testimonials
What Our Client Say About Us
What Is Sell & Go?
Sell & Go is a structured pathway designed for advisors who are ready to fully exit their practice. It combines speed with thoughtful planning, which helps you complete a successful transition in as little as six months and no longer than two years. This is to ensure your clients are protected and your reputation continues. Every step of Sell & Go is guided, which also gives you clarity on valuation, operations, and succession. You walk away with financial security, while your clients gain a trusted partner who continues the service you built. With Sell & Go, your future and theirs are both secured.
Why Choose Sell & Go?
Advisors often struggle with the decision to step away. Burnout, changing life goals, or the pull of retirement make it clear, but fear of client abandonment and uncertainty about value hold many back. Sell & Go answers these challenges directly.
Financially, it allows you to monetize your practice at peak value, giving you the funds to retire comfortably or pursue new ventures. Emotionally, it relieves the pressure of long hours, compliance demands, and the weight of responsibility. You finally have the freedom to focus on passions outside of the office without guilt.
Clients also benefit. Sell & Go ensures continuity by matching your practice with buyers who share your philosophy and service standards. This reduces the risk of disruption and strengthens trust.
For many advisors, the hardest part is letting go. With Sell & Go, the process is consultative, advisor-first, and built to protect both you and your clients from start to finish.
How Sell & Go Works
The process is simple, structured, and designed around your needs:
1
Valuation Clarity
It begins with a TruValue Report, which is perfect for having a clear, accurate picture of your practice’s worth.
2
Optimization
Our team helps refine operations, organize documentation, and prepare communications so your business is ready for transition.
3
Buyer Match
We connect you with pre-screened buyers who share your client-first philosophy.
4
Negotiation & Structure
We work with you to maximize after-tax proceeds while minimizing risk.
5
Smooth Transition
Together, we ensure client retention, trust, and seamless continuity.
Sell & Go is hands-on and consultative, not transactional. Every step is built to protect your clients and secure the future you’ve envisioned for yourself. You remain in control until the very last signature, supported by experts who know how to guide these transitions with empathy and precision.
The Benefits of Selling Now
The timing has never been better. Valuations for advisory practices are at record highs, which creates opportunities to exit on strong financial terms. At the same time, demographics show that 37% of advisors will retire in the next decade. Competition for clients will rise, and those who act early stand to benefit.
For you, selling now means financial security and stress relief. It means being able to step away from compliance burdens, market swings, and the daily grind, while still protecting your clients. It’s also about lifestyle (more time for travel, family, or even new ventures you’ve long considered). Sell & Go allows you to exit at your peak, which ensures the future you’ve worked for is firmly in place.
Why buyAUM?
Why Work With buyAUM for Sell & Go
buyAUM is trusted for its expertise in RIA transitions. Our process centers on advisors and their clients, with a track record of client retention rates as high as 90%. Every buyer we introduce is pre-screened and aligned to your values, which ensures continuity and care. We combine financial precision with empathy and help advisors secure the best outcomes with confidence. When you choose buyAUM, you partner with a team that understands the weight of your decision and works tirelessly to make the process smooth, secure, and successful.
Take the First Step
Your next chapter starts today. Get your free TruValue Report and discover how Sell & Go can secure your future while protecting your clients. Step into retirement, new ventures, or simply a life of freedom on your terms.
FAQs
Frequently Asked Questions
How long does the Sell & Go process take?
Typically between 6–24 months, depending on your goals and preparation.
How do you find the right buyer for my practice?
We carefully match you with pre-screened buyers who align with your values and client service standards.
What happens to my clients after I Sell & Go?
They continue to receive care from a trusted advisor who shares your philosophy.
How is my practice valued?
We provide a TruValue Report to establish an accurate, data-driven valuation.
Can I stay involved in a limited role after selling?
Some advisors choose a short-term handoff role during transition, which means you can.
What makes buyAUM different from other succession firms?
Our advisor-first approach, high retention rates, and empathy-driven process set us apart.
Do I need to prepare my financials before starting?
We guide you through preparation. Early organization helps, but we provide support from day one.