Transition Your RIA Confidence
Personalized Succession.
Maximum Valuation.
buyAUM helps RIAs plan their succession, unlock the full value of their firm, and match with the right partner.
Answer a few questions to uncover your firm’s value and transition options.
Built on CEPA Principles
Our process follows Certified Exit Planning Advisor (CEPA®) methodologies for transition planning.
Client Continuity
Well-planned successions can preserve 90–95% of client relationships through a successful transition.
Timing Matters
Understanding today’s market helps you make decisions on your timeline—not someone else’s.
A Selection of Buyers We’ve Worked With
Why Plan Now?
Start Before You Need To
More advisors are approaching retirement, while many firms still lack a clear succession plan. Starting early creates more options and protects value.
Reclaim Time and Flexibility
A transition can reduce operational burden, compliance stress, and burnout—without requiring you to walk away completely.
Prepare for Stronger Terms
Buyer demand remains strong, but firms with durable revenue, clean operations, and documented continuity command better structures.
Protect Clients and Legacy
The right plan preserves client relationships, supports your team, and ensures the business you built continues beyond you.
Our Proven Process End‑to‑End Succession Support
1
Discover Your Firm's Value
Understand what your practice is worth—and why. We evaluate the factors buyers actually use to determine value and identify opportunities to improve your position.
2
Design the Right Transition
Every advisor’s goals are different. Together, we determine whether a full sale, partial liquidity, or growth partnership best fits your objectives.
3
Strengthen Before You Go to Market
We help address valuation friction before buyers see your practice, positioning you for stronger terms and a smoother process.
4
Meet the Right Buyers
Rather than a public marketplace, we introduce you to a small number of carefully selected buyers aligned with your goals, culture, and clients.
5
Structure the Right Deal
We help navigate offers, negotiate key terms, and coordinate with your legal and tax advisors to protect value and reduce surprises.
6
Ensure a Successful Transition
From client communication to transition planning, we help maximize continuity, preserve relationships, and protect the legacy you’ve built.
Testimonials
What Our Client Say About Us
Why buyAUM?
Private Introductions. Better Outcomes.
The Right Buyer Matters More Than More Buyers.
We don’t broadcast your practice to hundreds of buyers or run an auction. Instead, we privately introduce you to 2–3 carefully selected firms that align with your goals, culture, and preferred deal structure.
That disciplined approach protects confidentiality, minimizes distractions, and leads to more meaningful conversations—not more noise.
Educational Resources & Insights
Make better transition decisions with practical guides, valuation insights, succession strategies, and market research created specifically for RIAs.
Explore articles, calculators, and planning resources designed to help you understand your options, strengthen your practice, and prepare for a successful transition—whether you’re years away or actively considering a sale.
Ready to see what your practice is worth?
Get your FREE Practice Valuation in Minutes.
Know what buyers see before you ever enter the market.
Discover your estimated value, key value drivers, and practical steps to strengthen your position—confidentially and with no obligation
Frequently Asked Questions
What makes buyAUM different?
We provide proactive buyer sourcing, CEPA‑certified valuations, full deal support, and a competitive process. We charge no seller fees.
How long does a sale take?
Most sales are completed within 3 to 9 months. Timelines depend on your preparedness, client retention, and financing.
What types of practices do you work with?
We primarily serve RIAs with 1–5 advisers, regardless of AUM, and can help larger practices seeking growth partnerships.
At what age should I consider selling?
Many advisers start planning in their late 50s, but earlier planning can increase value through value acceleration.
How are valuations determined?
We analyze revenue and EBITDA multiples, recurring revenue, margins, and intangible capital.
What does it cost to work with buyAUM?
Sellers pay no direct fees; the buyer funds the transaction, and we are compensated by the acquiring partner.
Are you a listing marketplace?
No, we use private matching and curated introductions rather than public listings.
How do I finance an acquisition or succession?
Specialist lenders offer 10‑year term loans. Lenders evaluate cash flow and recurring revenue. buyAUM introduces sellers and buyers to lending partners and helps package applications.
How do I ensure my clients are taken care of?
We help you meet the 90–95 % retention hurdle through proactive communication, client introductions, and post‑sale support.
How do I get started?
Complete our free valuation questionnaire and schedule a consultation.