This RIA in Montgomery County, Maryland, is focused on advising privately-held business owners and entrepreneurs. Through its fixed-fee billing model, this RIA provides its clients with family office-style service with a focus on planning and strategy. With trailing 12 months revenue of $452,830 from managing $58.5 million in assets, this RIA would make a great addition to a firm with a shared focus.
Ideally, this RIA is looking to be acquired by an RIA or CPA firm that has experience with and understands the unique needs of business owners and entrepreneurs. This is a Sell and Stay® opportunity, with the minority partner looking to remain with the acquiring firm.