This client-centric RIA practice located in the Pacific Northwest is focused on providing clients with well-reasoned, holistic financial guidance. This practice’s current annual revenue is approximately $995,000, with approximately $100 million in AUM. Started 30 years ago, this practice currently has 276 clients with an average client tenure of 12 years.
The preferred buyer would be a well-established RIA willing to retain the seller’s office location and two support staff. The seller also prefers a buyer who has at least one staff member with the Certified Financial Planner® designation and a staff member that is knowledgeable in insurance products.
Term: Minimum 35% down, with the remainder on a note.
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