RIA's, Asset Sales, Group of Advisors, Line of Business, Production, and Revenue

You have to be prepared, our inventory in this area moves VERY quickly.

Why Sell?

  • Do you want to transition out to retirement in several years, or is an immediate transition or merger preferable?
  • Are you interested in capturing future growth today, or would you rather exit as quickly and efficiently as possible?
  • Do you want to divest your firm of a certain business line? 
  • Do you wish to merge with a partner who might add value or help reduce risk and expenses?

Why Buy?

  • Once you buy a practice you will never individually prospect again.
  • Time, Time, Time!
  • Without question it the most efficient way to grow your practice.  
  • You can acquire synergies not previously available before the transaction.
  • Increase revenue to your firm in a quick and methodical manner.

Regardless if you’re a buyer or seller, it’s a simple process to achieving your goals.

Are you a Buyer or a Seller?

Of course, strict confidentiality will be maintained. Our business is highly dependent upon discretion, and we are especially sensitive to the need for absolute confidentiality. Our goal is to quietly and efficiently help you achieve your goals.