Overview

I am a solo RIA with part time support staff that started 3 years ago. Total of 7 years in the industry and looking to grow by acquisition to increase revenue and create a sustainable business compared to being a solopreneur. Clean and simple business structure with 14MM in advisory assets in addition to healthy recurring financial planning fees (monthly/quarterly). I am getting close to capacity with current clients and need to obtain more valuable clients / trim existing in order to hire/expand to continue providing great service Acquiring a book of business and/or merging into a business with that infrastructure would give me the resources to continue expansion/take admin tasks off of my plate.

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