Are you within 5 years of retirement and want to...

• Finish out your career with support
• Transition your book efficiently to fee based model (leave the B/D)
• Get a great payout for your business
• Maximize your practice ending price

 

At BRIA Capital Group, LLC we offer-

• Transition assistance (25% of T12)
• 75-90% payout depending on revenue (For real! No hidden costs or other nonsense)
• We will help transfer your book to Charles Schwab and bring it to a fee-based model (We will do most of the heavy lifting!)
• Offer back office support (included)
• Offer compliance and technology (included)
• We will pay you 3x gross revenue when you are ready to retire (multiple locked in)
• Use a DBA if you'd like or keep our name

The Why

This all came about through the years of navigating practice purchases and the clunkiness that those buying or selling feel. So many Advisors want to find someone just before they retire. We believe finding that Firm and staying on board for the last few years allows for a smoother transition and better client retention.

We've been through the hassle of trying to find the best mouse trap for our Firm, deciding that our own RIA was the best fit. Every model forced US to work differently to fit THEIR model. We didn't feel independent and we didn't feel like our clients were in good hands. Building our own open architecture platform onto our existing RIA allows like minded Advisors to truly run their businesses independently with our platform. They get the support they need and know that their clients will be in good hands for many years to come!

I know you have a lot of questions, but the model is much easier than it seems. Many products can fit within our platform and for those that don't we have work arounds. Not everyone's practice will be a fit. I promise no massive checks with a decade of handcuffs, no confusing payout grids, and absolutely no smoke being blown where it shouldn't be. Grab a confidential call to learn more about what your future could look like!

See Our Payout Grids