About Us
What We Do
We facilitate efficient and profitable transactions in the RIA and Independent Broker Dealer advisor business marketplace. We connect qualified buyers and sellers using our database to achieve their strategic goals.
Our services streamline the entire process, from valuation, bank financing, and due diligence to negotiation and closing, ensuring a seamless and successful outcome for all parties involved.
The Details
Who We Work With
Financing Details
Financing Details
We work with RIAs and Broker Dealer affiliated advisors. The typical firms we work with have over $500M in AUM and are looking at acquisitions of $1M or more.
Financing Details
Financing Details
Financing Details
Average Term/Amortization 7/10yr
No out of pocket costs for the borrower
Additional operating accounts available for buyers
Services
