Sell Your Practice and Exit the Market

During your time at one of the wirehouses you’ve likely developed a strong client base. However, you may be ready to move on, but feel a responsibility to your clients. Starting your own RIA or joining an existing RIA is not the career path you’ve chosen. There’s a third option. Trust will partner you with an existing advisor that specializes in growing through acquisitions. You can work with the existing advisor to create your own succession plan and feel confident that your clients are being taken care of. Trust works with specific advisors that have these skill sets and will allow you to retire under your own terms.

  • Trust has specific relationships with a number of firms that focus on buying practices
  • Help you create a succession plan for you and your clients
  • Host a meeting between you and the prospective RIA firm that’s interested in buying your practice

 

 

Take this quick 5-minute assessment to help you determine your career direction