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This North Texas-based RIA provides its 83 households with customized, comprehensive financial planning and investment management services. The practice generated $719,208 in trailing 12-month revenues, 98% of which is from recurring revenue for managing approximately $132 million in assets.

The ideal acquisition partner for this practice would be a well-established, planning-focused fee-only RIA that deploys a similar investment philosophy and strategy and has a CFP on staff. The seller is looking for a partner from that has, or is willing to establish, a local presence. The firm’s minority partner, who is a CFP, is looking for meaningful employment with the acquiring firm.

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