PRACTICE INFORMATION

21-359 Headers and Charts21-359 Headers and Charts2

 

 

 

 

 

This fee-only RIA in Sonoma County, CA provides investment management and financial, retirement, and tax planning and preparation services to its 258 household clients. This practice will generate over $2,300,000 in trailing 12-month revenues for 2021, 51% of which is from managing approximately $110,000,000 in assets, with the remaining from financial, retirement, and tax preparation on an hourly or fixed fee basis.  

The ideal buyer for this practice would be an RIA/CPA firm that provides complementary client services and has a robust tax planning and preparation practice.  This is a great opportunity for a firm looking to expand or establish a footprint in the beautiful Sonoma County, CA area.  This is a Sell and Stay® opportunity with the principals and staff looking for meaningful employment with the acquisition partner firm post-sale.

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