JPTD consults on a $5m all-in-offer* for a $950k Hybrid RIA team
Our client is an independent RIA established in 20009 in the Northeast United States that focuses on asset management and comprehensive Financial Planning for their clients. This business has a very efficient and lean operation that has been growing year over year with a well-trained support staff.
Our client was seeking the opportunity to partner with a larger firm to help support the growth of the business and provide back-end operational support to free the advisor up to spend more time client-facing. The owner was very focused on selecting a partner that had a strong growth track record and a predictable growth rate on the equity position negotiated in the deal.