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Website:
[Website]
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Overview
Partnership Preferences
Team
Client Experience & Segmentation
Financial & Compliance
Data Room
Operations
Leadership Interview

Company Details

Approximate AUM
[AUM]
Number of employees
[Number of employees]
Description

[Description]

Services Offered

Services Offered
[Service]

Key Considerations

Key Employee / StafF
[Data]
revenue Mix
[Data]
Structural Issues
[Data]
Client Concentration Risk
[Data]
Succession
[Data]
gen 2
[Data]
OBA (Outside Business Activity)
[Data]

Select Interest Status

Share your thoughts or concerns about this seller.

interested
interested

Top Matches

This seller has also been matched with the following buyers who have shown interest.

[Name]

Top Priorities

1
[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
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What they are seeking in a partnership

Description

[Description]

Autonomy Profile

Unique Calendar Needs
[Label Text]
Willing to divest brand
[Label Text]
willing to adopt practice management
[Label Text]
Willing to divest investment management responsibilities
[Label Text]
Willing to adopt Client experience
[Label Text]
Willing to Centralize Operations
[Label Text]
Desire to Grow
[Label Text]
Willing to Divest Financial Decisions
[Label Text]

Select Interest Status

Share your thoughts or concerns about this seller.

interested
interested

Top Matches

This seller has also been matched with the following buyers who have shown interest.

[Name]

Top Priorities

1
[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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[Name]
[Title]
Age
Label Text
Glidepath to Exit
Label Text
Ownership %
Label Text
AUM managed
Label Text
Total Compensation
Label Text
Role in the Firm

[Role]

Comments

[Role]

[Name]
[Title]
Age
Label Text
AUM managed
Label Text
Total Compensation
Label Text
Role in the Firm
Label Text
Leadership Potential/ Career Path
Label Text
Comments
Label Text
[Name]
[Title]
Age
Label Text
Total Compensation
Label Text
Role in the Firm
Label Text
Comments
Label Text

Select Interest Status

Share your thoughts or concerns about this seller.

interested
interested

Top Matches

This seller has also been matched with the following buyers who have shown interest.

[Name]

Top Priorities

1
[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

General Overview of Client Experience

General Overview of Client Experience

[Description]

Planning Philosophy and Implementation

[Description]

Investment Management Philosophy

[Description]

Investment Management Implementation

[Description]

Client Segmentation Data

Client Profile
[Label Text]
Number of HouseHolds
[Label Text]
Avg Client Age
[Label Text]
Avg Account Size
[Label Text]
Avg Fee %
[Label Text]

Select Interest Status

Share your thoughts or concerns about this seller.

interested
interested

Top Matches

This seller has also been matched with the following buyers who have shown interest.

[Name]

Top Priorities

1
[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Financial Snapshot

content
2026 Projected
2025
2024
Gross Recurring Revenue
$6,955,100
$6,955,100
$6,955,100
Gross Non Recurring Revenue
$6,955,100
$6,955,100
$6,955,100
Total Revenue
$6,955,100
$6,955,100
$6,955,100
OPEX
$6,955,100
$6,955,100
$6,955,100
EBOC
$6,955,100
$6,955,100
$6,955,100
Proposed Retained Comp
$6,955,100
$6,955,100
$6,955,100
EBITDA
$6,955,100
$6,955,100
$6,955,100
Valuation Guidance

[Description]

[Description]

Net New Assets

Content
3-Year Avg NNA Growth %
[CRM]

[Description]

Assets & Revenue Metrics

Rev Per EE
[AUM]
EBITDA Margin
[Fee Model]
Average Advisory Fee
[Number of employees]
Average Advisory Assets Per Household
[Custodians]
Individual Households
[Number of employees]
Comments
[Number of employees]
Assets Under Management
Fee Based AUM
As of 3/31/24
$1,220,691,336
Brokerage AUM
As of 3/31/24
$1,220,691,336
Insurance AUM
As of 3/31/24
$1,220,691,336
Qualified Plan AUM
As of 3/31/24
$1,220,691,336
Other AUM
As of 3/31/24
$1,220,691,336
Total AUM
$1,220,691,336
Comments
[Number of employees]
Revenue
Fee Based Revenue
As of 3/31/24
$1,220,691,336
Brokerage Revenue
As of 3/31/24
$1,220,691,336
Insurance Revenue
As of 3/31/24
$1,220,691,336
Qualified Plan Revenue
As of 3/31/24
$1,220,691,336
Other Revenue
As of 3/31/24
$1,220,691,336
Total Revenue
$1,220,691,336
Comments
[Number of employees]

Client Profile & Segmentation

Highlights

[Description]

Revenue by Client Segment
Yearly AUM Trend
ebitda
Number of households by AUM
distribution of assets
generational summary by aum
Generational Range
70+
50-70
30-50
30 & Under
Other
Percentage of RIA AUM
0%
0%
0%
0%
0%

Select Interest Status

Share your thoughts or concerns about this seller.

interested
interested

Top Matches

This seller has also been matched with the following buyers who have shown interest.

[Name]

Top Priorities

1
[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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Data Room

Investment Management
filename.docx

Select Interest Status

Share your thoughts or concerns about this seller.

interested
interested

Top Matches

This seller has also been matched with the following buyers who have shown interest.

[Name]

Top Priorities

1
[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Tech Stack

Planning Software
[Label Text]
Reporting Software
[Label Text]
CRM
[Label Text]
Compliance Monitoring Software
[Label Text]
Research Software
[Label Text]
Accounting Software
[Label Text]
Trade Order Management Software
[Label Text]

Compliance History

Any noted compliance issues
[Label Text]
Do you have any clients that operate on a fixed/retainer based fee?
[Label Text]
Do you have any outstanding loans? 
[Label Text]

Fee Model

Seller's listed fee schedule
[Label Text]

Billing Frequency

How often the seller bills their clients
[Label Text]

Custody

Does the seller take custody of client assets?
[Label Text]
If so, does the seller require the ability to continue to take custody moving forward?
[Label Text]

Select Interest Status

Share your thoughts or concerns about this seller.

interested
interested

Top Matches

This seller has also been matched with the following buyers who have shown interest.

[Name]

Top Priorities

1
[Description]

Need Help?

Contact Partnership Coordinators

ragan.edwards@alarisacquisitions.com
704-577-4218
Schedule a call
faith.taylor@alarisacquisitions.com
704-999-3757
Schedule a call
Thank you! Your submission has been received!
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