Want Top Dollar for Your RIA? Buyers Are Looking for More Than Assets.

When it comes to selling an RIA, buyers are looking at more than AUM.

Corey Kupfer, our Founder and Managing Partner, shared his thoughts in Debbie Carlson's article for The Daily Upside, breaking down what sellers need to get right before going to market, from locking in next-gen talent with real equity stakes to cleaning up operations ahead of due diligence.

Read the full piece here: https://www.thedailyupside.com/advisor/practice-management/want-top-dollar-for-your-ria-buyers-are-looking-for-more-than-assets/