PRACTICE INFORMATION

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This Kentucky-based RIA provides tailored asset management and pension consulting services to clients. The practice’s trailing 12-month revenues are over $270,000 generated from managing over $55 million in assets for 41 client households, some of whom are expected to inherit large estates over the next several years. 

This is a Sell and Stay® opportunity as the practice’s principal is looking for a 3-5 year glidepath to retirement. The ideal buyer would be a mid-sized RIA that has a client-centric service model and a national presence as the practice’s clients are not centralized in Kentucky. 

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