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by a searcher
4mos ago
from Harvard University
in New York, NY, USA
I’ve faced similar challenges with RIA valuations making it crazy hard to buy a platform. Either of you guys Adam Crumpler, Jared Black or anyone else interested in a call to trade ideas on the wealth space (and financial services sector overall)?
Also been considering creative ways to buy an RIA like the CPA route you mentioned or doing a minority acquisition or even starting my own RIA just to get cred and better access to the world of sellers.
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by a professional-advisory
4mos ago
from University of Pennsylvania
in Dallas, TX, USA
Adam, I'd be happy to discuss. My firm is redacted and you can reach me at redacted . My LinkedIn redacted