After an adviser considering a sale finds a partner for your practice and consummates the transaction, there can remain a strong desire to continue to grow your client base.
After all, just because an entrepreneur creates a liquidity event for himself/herself, that doesn’t mean the aspiration to grow simply shuts off!
In fact, Alaris Acquisitions finds most RIA owners exploring an acquisition partnership list “Growth” as a major factor for seeking out the partnership. In this two-part article series, we cover the ways a buyer assists you to improve your practice from both an operational perspective (Part 1) as well as a monetary perspective (Part 2).
