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For RIA Sellers

Maximize Your Firm's Value & Legacy

Connect with verified buyers while maintaining complete privacy control. Professional valuation, anonymous listings, and transaction support.

100% Confidential
Qualified Buyer Network
Competitive Valuations

Proven Market Results

Platform sellers consistently achieve superior outcomes

Competitive
Valuation approach
Market-based pricing methodology
Enhanced
Transaction process
Professional facilitation and support
Streamlined
Deal process
Efficient marketplace and communication
Superior
Transition support
Focus on continuity and client care

Complete Control & Maximum Value

Professional transaction support with seller-first approach

Qualified buyer network

Access Qualified Buyers

Connect with verified private equity firms, strategic buyers, and family offices

100% confidential

Complete Privacy Control

Anonymous listings with progressive disclosure—you control who sees what information

Market-based pricing

Comprehensive Valuation

RIAAS-powered firm valuation with market-based pricing guidance

Professional guidance

Facilitated Negotiations

Secure communication platform with transaction support and guidance

Every Seller Situation

Tailored solutions for your specific goals and timeline

Succession Planning

Senior advisors preparing for retirement with internal succession challenges

Strategic Exit

Successful firm owners seeking optimal exit timing and value maximization

Geographic Expansion

Firms seeking larger platforms for geographic reach and enhanced capabilities

Financial Optimization

Profitable firms seeking capital for growth or personal liquidity events

Simple, Professional Process

Guided step-by-step journey from valuation to closing

1

Firm Assessment

Complete comprehensive firm evaluation and RIAAS scoring

30 minutes
Market-ready firm profile
2

Anonymous Listing

Create anonymous marketplace listing with masked financial data

1 hour
Professional marketplace presence
3

Buyer Engagement

Receive and evaluate interest from qualified buyers

Ongoing
Multiple qualified opportunities
4

Due Diligence

Controlled data sharing with selected buyers in secure environment

2-4 weeks
Informed buyer decisions
5

Transaction Support

Professional guidance through negotiation and closing process

4-8 weeks
Successful transaction close

* Timeframes are estimates based on typical transactions and may vary significantly depending on deal complexity, buyer readiness, market conditions, and regulatory requirements. Due diligence and closing timelines are particularly dependent on external factors beyond our control.

Ready to Explore Your Options?

Start with a confidential firm valuation—no commitment, complete privacy.

100% confidential • No obligation • Expert guidance