Client Fit Analyzer
Assess client fit and retention risk in a transition
Analyze your client book against a successor or acquirer profile.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You're planning an ownership transition, but you don't actually know how many of your clients would stay with a successor whose style and philosophy differ from yours. If a third of your book walks after the handoff, the enterprise value you spent decades building gets repriced overnight. Which relationships are truly portable, and which are tied only to you?
✦ You'll see your book scored client-by-client against a specific successor or acquirer profile, so you know exactly where retention risk concentrates before you sign a transition deal.
Tool Details
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