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How RIAs Can Acquire A Practice With Greater Speed and Less Cost

Mike Langford
Apr 6, 2021

Buying a book of business or an RIA practice is a lot harder than one might initially imagine. First, the competition for deals is intense. You are not alone when you are hunting for an advisory business to buy. And second, it takes an enormous amount of time to find the right practice to buy and convince the advisor(s) that you are the best fit for their future.

Allen Darby of Alaris Acquisitions joined me on the latest episode of the Modern Financial Advisor Podcast to
share how you can greatly accelerate the acquisition process while saving a lot of money.

Product Update: As I mentioned in the video below, we've made some big updates to the Truelytics platform. Make sure you check out Eli Gassert's post covering all the new hotness.

As always, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple PodcastsSpotifyGoogle PodcastsAlexaTuneIn, or if you prefer video you can find it on YouTube.

Resources Related to this Episode:
Below are a few additional links and resources for advisors looking grow their business via acquisitions: 

  • Key Trends for Financial Advisor Transitions - Jeremi Karnell and Scott Wetzel, two of the wealth management industry's leading experts on the market for RIA and independent financial advisor M&A deals, share their insights on deal trends.
  • What is Your TQ (Transition IQ)?  - Preparing your business for an acquisition is one thing, preparing yourself is another. In this post, Jeremi shares how you can make sure you are ready emotionally for the deal that you are pursuing.
  • Get Serious About Knowing Your Business And How It Is Performing - The smartest thing you can do to ensure your business is positioned well to acquire another business is gain a firm grasp on your strengths and weakness compared to other firms of similar size. 
If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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