Practice for Sale
About This Opportunity
This fee-only RIA in Colorado provides investment management, retirement, tax planning, and tax preparation services to its 14 client households. Several of these client households, including the largest, have multigenerational planning. In 2022, this practice generated $428,284.00 in gross revenues from managing approximately $43 million in assets. The seller is looking to retire after the clients have been comfortably transitioned to the new firm.
The ideal acquisition partner would be an RIA/CPA firm in Colorado with a proven track record of providing comprehensive investment, complex tax advice, high-level tax planning, and tax preparation.
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