PRACTICE INFORMATION

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This virtual-based RIA offers money management and consultative financial planning to 600 clients, many of whom were introduced to the firm via educational outreach and market analysis commentary programming. The firm’s trailing 12 months’ revenue is $2,800,000, all from recurring fees on $185 million in managed assets.

A suitable buyer should be equipped to maintain the practice’s dynamic approach to investment management via active, responsive equities selection and the practice’s market analysis commentary programming, which generates approximately 150 client prospects per month. A highly-regarded professional in the industry, the practice’s owner would like to remain with the acquiring firm post-sale, continuing to bring in and work with new client prospects. The practice’s owner would also be interested in retaining some of the practice’s equity or acquiring as part of the acquisition equity in the buyer’s firm.

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