Buying A Financial Advisor's Book Now

Use these to protect yourself. If clients leave within the first 12–24 months, the purchase price should be adjusted downward Capital Bank .

Preferred for larger practices. It measures true profitability by adjusting for owner perks and one-time expenses Advisor Legacy . buying a financial advisor's book

What is your for the purchase (e.g., scaling up, entering a new niche, or preparing for your own eventual succession)? Use these to protect yourself

I can provide a more tailored or transition communication plan based on those details. entering a new niche

The most common baseline. RIAs often sell for 1.6 to 4.4 times trailing 12-month recurring revenue Succession Resource Group .