For advisers, selling their practices may be the largest financial transaction they will ever handle.

Having worked with investment bankers, private-equity executives, and registered investment adviser buyers and sellers over the past several years, I would like to share best practices for selling an RIA. These include how to position an RIA in advance of a sale, how to be an educated negotiator and how to command the best price.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access