Practice for Sale
Accepting Inquiries
#22-409
Offering
RIA
Type
New Hampshire
Location
$1,200,000
Asking Price
About This Opportunity
This fee-only RIA based in the Southern New Hampshire Area provides tax planning, comprehensive financial planning, and investment management services to its 71 client households. The trailing 12-month revenue for this practice is $337,716 from managing approximately $51 million in assets for its 69 client households.
The ideal acquisition partner would be a well-established, tax focused, fee-only comprehensive financial planning firm that has a client-centric service model and has, or would be willing to establish, a presence in Southern New Hampshire. The seller is seeking an acquisition partner that is a true fiduciary to its clients and that has a CFP, a CPA and/or EA on staff.
$51,425,800
Assets
$337,716
Revenue
Null%
Expenses
Null
Non-Adjusted EBITDA
Firm Snapshot

Sole Prop
Form of Ownership

1
Owners

Null
Full-time Employees

1
Licensed Professionals

CFP
Enrolled Agent
Designations

Charles Schwab
Altruist
Custodians
Household Servicing

69
Households

In Office
Video Conferencing
Phone
Client Servicing

Mass Affluent
High Net Worth
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)
Portfolio Management

In-House
In-House v. Outsourced

Custom
Model v. Custom

Passive
Active v. Passive
Tech Stack

Redtail
CRM

Null
Financial Planning

Morningstar Office
Portfolio Management
Revenue
Historical Revenue
Sources of Revenue
Recurring v. Non-Recurring
Household Demographics
Age
Assets
Ideal Partner
Type
Fee-Only
Location
Local
Client Servicing
In Office
Video Conferencing
Phone
Designations
CFP
Enrolled Agent
Service Offerings
Financial Planning
Tax Guidance
Wealth Management
Investment Vehicles
ETFs
Mutual Funds
Bonds
Investment Strategies
Passive
Retention
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.
Founder(s)
Next Steps

Express Interest
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