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Free guide — Vol. 02
Navigating the Modern RIA M&A Landscape
Today's RIA M&A models and the trade-offs shaping advisor growth decisions.
What's inside
RIA M&A has moved on from the simple roll-up. Today the menu spans full-equity sales, sub-acquisitions, OSJ partnerships, capital-partner investments, and platform memberships — each with very different governance, liquidity, and growth implications. This guide lays the models side by side, then walks through what each one really costs in autonomy and upside.
- Six dominant M&A structures explained in plain terms
- Equity, capital, and governance scenarios laid bare
- Real economics — multiples, earn-outs, retention provisions
- When each model fits, and when it traps you
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