Beyond The Marketplace: Finding Real RIA Acquisition Opportunities

Let's talk about RIA acquisitions. You're looking to grow, and you've probably encountered those online platforms promising to connect you with sellers. It sounds straightforward, right? With a subscription and access to listings, you're off to the races. But is it really that simple?

Many of you are finding that these platforms, while they offer a wide array of listings, often lead to intense competition. You're one of many vying for the same opportunity. It's a crowded space, and the return on your subscription investment can be questionable. You might even wonder if the best deals are being prioritized for larger aggregators, leaving everyone else with the leftovers.

It's a valid concern. Are you really getting the value you're paying for?

Introducing a Curated Approach: The Practice Purchase Network (PPN)

We've seen this firsthand. We're always focused on the core of our clients' businesses: compliance. Protecting reputations and navigating regulatory complexities is our bread and butter. But we also understand that growth is essential, and we believe there's a better way to find acquisition opportunities.

Here's a different approach: instead of a vast, public marketplace, consider a curated network. We've built our Practice Purchase Network (PPN) to connect our compliance clients with off-market sellers. This means that you're not competing with thousands of others — you're engaging with sellers who have been carefully vetted.

Think of it as a more personalized introduction.

The Advantages of Off-Market RIA Acquisition Opportunities

Why does this matter?

• Increased Opportunity: Off-market listings reduce competition, giving you a better chance to find the right fit.
• Targeted Connections: We focus on connecting serious buyers with motivated sellers.
• Value-Added Compliance: You're already investing in compliance. Why not leverage that relationship for growth opportunities?

Leveraging Your Compliance Investment for Growth

We provide comprehensive compliance support to firms managing significant assets. This includes:

• Form ADV and document reviews
• Marketing and disclosure oversight
• Trade monitoring and annual attestations
• Cybersecurity risk assessments and incident response
• Outsourced Chief Compliance Officer services

Essentially, we handle the regulatory complexities, allowing you to focus on strategic growth.

It's about efficiency. You're already prioritizing compliance — why pay separately for listing access that may not deliver? Our approach combines both, offering a more streamlined and effective path to growth.

A More Efficient Path to RIA Growth

If you're looking for a different approach to RIA acquisitions — one that values strategic connections and efficient growth — it might be time to reconsider the traditional marketplace.

Let's have a conversation and explore a more effective way to grow your practice.