You’ve spent years building your advisory practice.
In fact, you’ve been so good at it, it’s become worth a lot of money and now you aren’t certain on how to exit out of it. You need an off-ramp that takes care of your current clients and staff.
You Are Facing Three Options:
Option #1: Sell internally to the next generation
Assuming you have the next-generation advisor in house, this might be doable, but the next generation is going to expect a discount on buying the company. And it’s going to require financing. This could take 5 to 10 years to divest yourself. It’s a risk-on scenario for you and your family.
Option #2: Sell to a Big Box RIA
You know the names of the big RIAs out there buying any RIA with a pulse. You read about them all the time. They’ll swoop in, buy your revenue and turn you into a line item on their spreadsheet. You might be unburdened, and financially free, but your staff will likely get run over in the process. And your clients will likely go from a relationship to an account number.
Option #3: Join The Retirement Planning Group
We’ve helped other advisors, just like yourself, maximize client retention, maximize staff opportunity, and maximize value. We have departmental infrastructure, a national presence and a fully dedicated M&A team. We have all the financing lined-up, and from LOI to Close it is 6 to 8 weeks.
We make this process clean, simple and easy. More importantly, we make it personal. You aren’t just another number and we’ll create the perfect landing spot for you, your clients and your staff.
Let’s grab some time for a quick call.
Option #3: Join The Retirement Planning Group
We’ve helped other advisors, just like yourself, maximize client retention, maximize staff opportunity, and maximize value. We have departmental infrastructure, a national presence and a fully dedicated M&A team. We have all the financing lined-up, and from LOI to Close it is 6 to 8 weeks.
We make this process clean, simple and easy. More importantly, we make it personal. You aren’t just another number and we’ll create the perfect landing spot for you, your clients and your staff.
Send us a text to schedule an anonymous meeting.
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