Practice for Sale
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.
Form of Ownership
High Net Worth
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