Buyer Readiness Scorecard
Assess buyer readiness for practice acquisition
Evaluate potential buyers' financial, operational, and cultural readiness to acquire your practice.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You've spent decades building this book, but when a buyer comes to the table you're guessing whether they can actually close, fund the deal, and keep your clients. Pick wrong and you watch your succession fall apart mid-transition, your retention crater, and your enterprise value walk out the door with the clients you promised to protect.
✦ You'll know within one sitting which prospective buyers are financially, operationally, and culturally capable of completing your ownership transition before you ever open your book to them.
Tool Details
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