Overview

Sixteen-year-old San Ramon Valley IBD practice for sale. Excellent opportunity to acquire a qualified book of 65 households whose clients are well-serviced and loyal. The firm is financial planning-based, providing the buyer with the opportunity for revenue growth and long-term retention.

Ninety-three percent of revenue is recurring, eighty-four percent of clients are local, and revenue growth and retention have been respectable. Except potentially for an experienced and well-trained staff to help maintain continuity and add planning depth, this practice does not require any retained overhead expense.

Seller is looking for an experienced, authentic fee-only or fee-based firm with a strong planning bent or seeking to deepen their planning depth. This is an opportunity to acquire a tight book of business from a seller willing to provide up to 12 months of support to ensure a smooth transition and increase client retention.

Market
Advisor/RIA
Last Activity
within 6 months

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