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Using Partial Client Acquisitions as a Succession Transition Tool

  • On January 22, 2018
A Partial Client Acquisition (PCA) is when the buyer is acquiring a partial client list, typically less than 50% of the seller’s revenues or assets, rather than acquiring the entire practice. Advisors will often use PCAs outside of a succession strategy in order to make more room and time for larger more profitable clients. Larger […]
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The Easiest Acquisition Loan is a Partial Client Acquisition

  • On January 22, 2018
A Partial Client Acquisition (PCA) is when the buyer is acquiring a partial client list, typically less than 50% of the seller’s revenues or assets, rather than acquiring the entire practice. PCAs provide many benefits to both the buyer and seller, and can also provide an ideal path for implementing succession transition strategies. PCAs provide […]
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Acquired Clients are Coming to Your First Meeting with 1 of 3 Viewpoints

  • On October 8, 2017
When a newly acquired client is driving to your office to meet with you for the first time, what point of view will they be bringing to the meeting? The clients you have acquired are typically going to have one of three different types of viewpoints about the seller you’re “taking over” for. Your new […]
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Client Acquisition Transition & Retention Plan Variables

  • On October 8, 2017
You went through a lot of time and effort to acquire a practice. Congratulations, take a moment to exhale, take another deep breath, and now the real work begins. The goal of any acquisition is a successful transition and retention of the acquired clients. It’s of course the client relationships you got a loan to […]
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RIA Industry, Assets, and M&A Activity Dominated by $1 Billion+ RIAs

  • On October 8, 2017
The RIA model continues to see growth in advisor headcount while other models like the wirehouse, have seen declines. While many of the traditional advisors we speak with are interested in exploring the RIA model the research shows that the real benefits, growth, and M&A activity in the RIA space is dominated by $1 Billion […]
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