Seeking Perspectives on Wealth Management Book Transitions

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by a searcher from New York University - Leonard N. Stern School of Business
in New York, NY, USA

2mos ago

Seeking Perspectives on Wealth Management Book Transitions

Curious whether anyone here has looked at wealth management through an ETA-style lens, especially around acquiring or stepping into existing books of business. I’d love to hear from advisors, buyers, or operators who have experience with transitions, succession situations, or book acquisition economics. Interested in what makes these opportunities attractive, where the risks sit, and how much really transfers beyond the headline AUM. If relevant, please reach out.

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reply by a searcher 2mos ago
from New York University in New York, NY, USA

Ya, I took a look about 2 years ago, but RIA's, even small ones, want multiples way above what an ETA style investor or lender can tolerate. Think 7-11x. That was my experience.

reply by a searcher 2mos ago
from Pepperdine University in Denver, CO, USA

Following. I have also been an SEC-registered RIA in the past. With technology, there is a lot of room to cut costs. And honestly, you just have to follow what the big boys and girls are doing... until it doesn't work. :)