Using Partial Client Acquisitions as a Succession Transition Tool

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

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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Client Acquisition Transition & Retention Plan Variables

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

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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8 Client Acquisition Retention Cautions

Not all practices are going to be ideal to pursue or purchase. Sometimes the best acquisition you make is the one you didn’t. While growth through acquisitions is the fastest path to rapid growth, each practice is unique and not all buyers and sellers are the right match. In advisory M&A, there is a lot […]
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