Professional Services
Wealth Management RIAs
M&A Intelligence Hub
Five strategic insights on the wealth management RIAs M&A landscape, applied through the Prime Architecture™ Method and the Battle-Ready Index™.
Typical Revenue (LMM)
$3M–$30M
30–40% EBITDA margins
EBITDA Multiples
7x–15x
Mid-band: 10x
Transferability Risk
HIGH
Platform activity: Mature and intensely active.
The five insights
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For buy-side · ETA · IS
Buying a Wealth Management RIAs Business
The Strategic Capacity playbook. Pre-LOI diligence framework, BRI factors, what the financials cannot tell you.
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For sell-side · Operator CEOs
Selling a Wealth Management RIAs Business
The architecture of a premium exit. Value Gap math, BRI applied, the 18-month transformation roadmap.
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For both sides
The Wealth Management RIAs Value Gap
How transferable value leaks in wealth management RIAs deals, and the architecture that closes the gap.
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For acquirers · post-close
Integration in Wealth Management RIAs Acquisitions
Day-1 through day-365 integration architecture. Where deals fail and the substrate that saves them.
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For advisors · IBs · lenders
Wealth Management RIAs M&A Diligence Playbook
The Strategic Capacity diligence layer. Runs alongside QoE. Pre-LOI viable.