I am an RIA in NJ who wants to sell his practice and retire. It's well known sellers can get offers at higher multiples the higher the AUM.  Presently I have about $100 mm which only garners a 3X gross revenue multiple.  Above $250 mm and $500 mm, firms can receive offers of 4X and 5X respectively. I would like to find 2 or 3 other firms with principals who also want to retire, The objective would be to merge our practices, sell the larger entity and retire. If interested in discussing a merger, please contact me. Thank you.

We are a Fee-Only Registered Investment Advisory firm in Baton Rouge, LA with most of our clients residing in the Baton Rouge area, however, we do have clients in Texas, Mississippi, Alabama, Georgia and Florida. Our investment focus has always been safe income production using fixed income products or alternative fixed income products. The ideal buyer for this RIA would be a firm with a well-established local presence and a similar service offering, including the ability to build portfolios consisting of individual securities, ETFs, and mutual funds. The preferred buyer is a fee-only RIA with a high-touch service model that uses Schwab as their primary custodian.

We are a Fee-Only Registered Investment Advisory firm in Baton Rouge, LA with most of our clients residing in the Baton Rouge area, however, we do have clients in Texas, Mississippi, Alabama, Georgia and Florida. Our investment focus has always been safe income production using fixed income products or alternative fixed income products. The ideal buyer for this RIA would be a firm with a well-established local presence and a similar service offering, including the ability to build portfolios consisting of individual securities, ETFs, and mutual funds. The preferred buyer is a fee-only RIA with a high-touch service model that uses Schwab as their primary custodian.

A continuity and succession plan. We are a fee-only IRA, very client-focused with continuous financial planning, like cash flow planning, tax planning, estate planning, and other planning as necessary. We also manage clients' assets with individual securities and ETFs. We are looking for a good match.

A continuity and succession plan. We are a fee-only IRA, very client-focused with continuous financial planning, like cash flow planning, tax planning, estate planning, and other planning as necessary. We also manage clients' assets with individual securities and ETFs. We are looking for a good match.

A continuity and succession plan. We are a fee-only IRA, very client-focused with continuous financial planning, like cash flow planning, tax planning, estate planning, and other planning as necessary. We also manage clients' assets with individual securities and ETFs. We are looking for a good match.

A continuity and succession plan. We are a fee-only IRA, very client-focused with continuous financial planning, like cash flow planning, tax planning, estate planning, and other planning as necessary. We also manage clients' assets with individual securities and ETFs. We are looking for a good match.

I am a seasoned financial advisor based in Santa Monica, California, with a strong focus on tax‑efficient planning, retirement income strategy, and investment management. Over the next 3–4 years, I plan to begin my transition to retirement and am actively seeking a succession partner in the Los Angeles area. Ideally, this would take the form of a merger or affiliation with an established independent RIA whose core expertise aligns with mine: tax planning, comprehensive income‑in‑retirement solutions, and disciplined investment management. My goal is to place my clients in the hands of a like‑minded firm that will continue to provide fiduciary‑level, holistic planning and long‑term stewardship of their wealth. I am especially interested in partnering with a firm that: Operates as a fee‑only or fee‑based RIA with a strong fiduciary foundation. Emphasizes tax‑aware strategies, including retirement distributions, Roth conversions, Social Security optimization, and estate‑related tax planning. Offers institutional‑grade investment management and portfolio construction with an emphasis on risk‑aware, long‑term outcomes. Has the infrastructure and depth of resources to support continued growth, client service, and succession‑ready leadership. Through this affiliation or merger, I would favor a structured transition that allows me to gradually reduce client responsibilities, mentor key team members, and ensure continuity of service, while positioning the combined practice for efficient growth and enhanced client experience in the Los Angeles market.

I am a seasoned financial advisor based in Santa Monica, California, with a strong focus on tax‑efficient planning, retirement income strategy, and investment management. Over the next 3–4 years, I plan to begin my transition to retirement and am actively seeking a succession partner in the Los Angeles area. Ideally, this would take the form of a merger or affiliation with an established independent RIA whose core expertise aligns with mine: tax planning, comprehensive income‑in‑retirement solutions, and disciplined investment management. My goal is to place my clients in the hands of a like‑minded firm that will continue to provide fiduciary‑level, holistic planning and long‑term stewardship of their wealth. I am especially interested in partnering with a firm that: Operates as a fee‑only or fee‑based RIA with a strong fiduciary foundation. Emphasizes tax‑aware strategies, including retirement distributions, Roth conversions, Social Security optimization, and estate‑related tax planning. Offers institutional‑grade investment management and portfolio construction with an emphasis on risk‑aware, long‑term outcomes. Has the infrastructure and depth of resources to support continued growth, client service, and succession‑ready leadership. Through this affiliation or merger, I would favor a structured transition that allows me to gradually reduce client responsibilities, mentor key team members, and ensure continuity of service, while positioning the combined practice for efficient growth and enhanced client experience in the Los Angeles market.