Buying A Financial Advisor's Book -

The success of the acquisition depends on how many clients actually move to your firm.

Determine if the revenue is recurring (fee-based) or transactional (commission-based) . Fee-based models are more valuable Unbroker . buying a financial advisor's book

Use these to protect yourself. If clients leave within the first 12–24 months, the purchase price should be adjusted downward Capital Bank . The success of the acquisition depends on how

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The most common baseline. RIAs often sell for 1.6 to 4.4 times trailing 12-month recurring revenue Succession Resource Group .