Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Lexington, KY, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$115,000.00
# of Accounts
125
Avg Client Age
45
Overview

We are looking to acquire an existing RIA practice to merge with our existing book. Prefer fee based, but will consider converting bd business to fees if price is right. Prefer that office manager and/or a junior advisor stay in place after owner leaves for business continuity, but not a deal breaker. Current owner must be wiling to be involved in some capacity for at least 12 months. Longer, depending upon deal complexity. AUM is not that important, but free cash flow should be clearly defined. Location of business must be within 3 hour drive of Lexington, KY.

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