PRACTICE INFORMATION

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This South San Francisco Bay area hybrid RIA is focused on providing each of its 98 households, many of whom are technology company employees or small business owners, with customized financial planning, asset management, and tax planning solutions. This practice’s trailing 12-month revenue is $809,077, $532,213 of which is recurring revenue from managing approximately $86 million in assets. With over 25 years in business and a well-established client base, this practice presents an opportunity for a firm seeking to expand or establish a presence in the Bay Area.

The ideal buyer for this practice would be a well-established hybrid RIA firm that can provide the clients with the personalized guidance and service that they have come to expect. The buyer should have at least one CFP on staff and be willing to retain the practice’s two administrative staff members post-sale.

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