News & Insights
On selling, holding, and building RIAs.
Insights on selling and holding an RIA, and news from the partners. Video and the podcast when they are live.
Insightfounders · referrers
What Is My RIA Worth? How Valuation Actually Works in 2026
Your firm is valued on adjusted EBITDA, not AUM. What actually moves the multiple, and why one headline number can mean two very different outcomes.
· 2 min
Insightfounders · referrers
What Happens to Your RIA When You Retire Without a Succession Plan
There is no version where nothing happens. The firm gets sold, wound down, or handed to whoever is standing there, and none of those go well on short notice.
· 2 min
Insightfounders · investors
The Succession Gap Is a Math Problem
Founders in their sixties own most of the independent advice industry, and almost none of the equity has moved. The gap is arithmetic, and it compounds.
· 1 min
Insightfounders
How to Sell Your RIA Firm: The Process, Start to Finish
Six stages, roughly nine to eighteen months if you count the preparation. Here is what happens in each one, what you control, and where founders lose money.
· 2 min
Insightfounders
The 5 to 15 Acquisition Emails You Get Every Week, Decoded
Almost none of them read your ADV. How to tell a real buyer from a mail merge in ninety seconds, and the three questions that end it early.
· 2 min
Insightfounders · referrers
Questions Your Attorney Should Ask Any RIA Buyer
Price is the term everyone reads. These are the ones that decide what your life looks like in year three, and what your rollover equity is actually worth.
· 2 min
Insightfounders
What a Fair RIA Deal Actually Looks Like
Headline multiples make the press release. Structure decides whether the founder is happy in year three. Here's how to read a term sheet the way a buyer does.
· 1 min
Insightfounders · referrers
Keeping the Name on the Door
Clients don't hire brands. They hire people who answer the phone. Why forced rebrands destroy the thing the buyer just paid for.
· 1 min
Videofounders · operators
A partner interviews a founder, Episode 01
Forty minutes with an RIA founder on how the firm was built, what went wrong, and what they would do about succession. First episode of the series.
Coming soon
Videooperators · investors
Build in Public, No. 1: four partners, no fund, a phone
The companion video to the first build-in-public letter. What it takes to start a company that buys RIAs, recorded while it happens.
Coming soon