Buying an RIA: Essential Tips & Strategies
Jeff Nash2021-01-12T15:11:44-05:00One of the proven ways to increase revenue and scale your existing advisory practice is to acquire or merge with another firm. Mergers are also a solution to gain instant scale by aligning with a larger firm. Whatever your reasons, there is a process to buying an RIA. It’s not something that you should venture into without first doing your homework. In this article, we’ve laid out some helpful tips and strategies to help you successfully complete an acquisition. […]