Practice for Sale
Accepting Inquiries
#23-437
Offering
RIA
Type
Nashville, TN
Location
$2,000,000
Asking Price
About This Opportunity
This RIA in Tennessee offers personalized financial and estate planning and wealth management services to its 145 clients. This practice utilizes active management investment strategies primarily using bonds, individual securities, ETFs, and mutual funds. Over the last 12 months, this practice generated nearly $768,245 in gross revenues from managing approximately $111 million in assets.
The ideal acquisition partner for this practice would be an RIA that provides financial and estate planning, insurance guidance/sales, and wealth management to its clients and has a strong background in tax. The ideal partner should plan to maintain the seller’s current office location. This is a Sell and Stay® opportunity with the practice’s principal seeking a 2–3-year glide path to retirement. The practice’s support staff member also seeks meaningful employment with the acquiring partner firm post-sale.
$110,678,418
Assets
$768,245
Revenue
Null%
Expenses
Null
Non-Adjusted EBITDA
Firm Snapshot

LLC
Form of Ownership

1
Owners

1
Full-time Employees

1
Licensed Professionals

CFP
CPA
Designations

TD Ameritrade
Custodians
Household Servicing

145
Households

In Person
In Home
Video Conferencing
Client Servicing

Mass Affluent
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

Model
Model v. Custom

Active
Active v. Passive
Tech Stack

Junxure
CRM

Emoney
Financial Planning

Advyzon
Portfolio Management
Revenue
Historical Revenue
Sources of Revenue
Recurring v. Non-Recurring
Household Demographics
Age
Assets
Ideal Partner
Type
RIA
Location
Local
Client Servicing
In Person
In Home
Video Conferencing
Designations
CFP
CPA
Enrolled Agent
Service Offerings
Estate Planning
Estate Planning Guidance
Financial Planning
Insurance Guidance
Insurance Sales
Tax Guidance
Tax Prep
Wealth Management
Investment Vehicles
Individual Securities
ETFs
Mutual Funds
Bonds
Investment Strategies
Active
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.
Support Staff
Next Steps

Express Interest
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