Practice for Sale
About This Opportunity
This RIA practice serves 40 client households and generates over $250,000 in yearly recurring revenue. This practice is focused on providing its clients, most of whom are in Arizona, with high-touch planning and wealth-building advisory services.
The principal of this practice is seeking to retire. There are two staff members that would like to remain with the acquiring firm post-sale. Also, this practice has two IARs with their own clients that may also be interested in working with the acquiring firm post-sale.
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
Capacity for Both
Model v. Custom
Active v. Passive