Offering
Type
Location
Asking Price
This Washington D.C. Suburbs based RR/IAR practice is a deep relationship, high touch firm focused on comprehensive financial and life planning for their 362 client households. The practice generated over $1,300,000 in trailing 12-month revenue, 86% of that revenue comes from managing over $103 million in AUM, 12% mostly from mutual funds and variable annuities, 1% from life insurance, and 1% from hourly financial planning.
The ideal acquisition partner for this practice is a firm that leads with financial planning and has a proven track record of providing clients with tailored wealth management solutions. The principal of this practice is looking to help an acquiring firm successfully transition clients over an agreed upon time period before moving into retirement. This practice has three full time employees that would like meaningful employment with the acquiring firm post sale.
Assets
Revenue
Expenses
Non-Adjusted EBITDA
Form of Ownership
Owners
Full-time Employees
Licensed Professionals
Designations
Custodians
Households
Client Servicing
Client Base
Types of clients that this firm services segmented based on type or assets.
Mass Affluent - $0 to $999,999
High Net Worth - $1,000,000 to $29,999,999
Ultra High Net Worth - $30,000,000+
Corporate/Institutional - Business entities (often through 401(k)s)
In-House v. Outsourced
Model v. Custom
Active v. Passive
CRM
Financial Planning
Portfolio Management
These are the elements of the existing firm that a potential acquisition partner should be prepared to discuss retaining and integrating as a part of the transition.
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4900 Meadows Rd, Suite 300
Lake Oswego, OR 97035
questions@fptransitions.com
p. 800.934.3303
f. 503.452.4205