PRACTICE INFORMATION

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This fee-only RIA in Western Pennsylvania, which has been in business for 32 years, serves a loyal client base of 60 made up of individual households, non-profits and companies. The practice’s average client tenure is 17 years. Current annual gross revenue for the practice is $248,378, of which $235,778 is recurring revenue from managing approximately $43 million in assets, with the remaining $12,600 of revenue from 401(k) plans.

The seller seeks a buyer with a physical presence in the Western Pennsylvania area that is either an RIA or hybrid firm, and that can maintain a traditional, high-touch client service approach, with at least quarterly contact and annual in-person meetings. As a Sell and Stay® opportunity, the principal and two non-licensed employees of the firm would like to stay on post-closing, and would prefer for the buyer to assume the practice’s current office space.

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