High Quality AUM is Never Advertised For Sale

the books of business you really want to own are not Advertised, may be they just aren’t for sale or may be you need to build a relationship with the seller and create a partnership...

Good AUM acquisitions are hard to find, if you’re shopping in public, to find the good deals you need to build a network of opportunities around you.

The Secret Sauce to AUM Acquisitions

Advisory Businesses /AUM that are being advertised for sale are often not the businesses you should be acquiring, the logic is simple - there’s a steady demand for AUM carveouts or outright acquisitions, if the selling Advisor has not been able to find a buyer in their immediate circle, that’s a major red flag. To be blunt these situations are often lower quality AUM that might be a challenge.

On the other hand, there are transition AUM sales happening regularly around you and the pace in volumes of these transactions are picking up because of demographics.

The real secret to AUM acquisitions is that the books of business you really want to own are not Advertised, may be they just aren’t for sale or may be you need to build a relationship with the seller and create a partnership that can lead to an ac…