RIA Firms/Breakaway Brokers
The attorneys of Kupfer. have assisted hundreds of registered investment advisory firms and industry service and aggregator platforms to launch, grow and exit.
At Kupfer. we work with RIA firms through every stage of development of their business – from working with break-away brokers on their transition to independence, to creating, designing and structuring new firms and platforms through our whiteboarding sessions, strategic advice and legal implementation, to helping RIA firms grow via deals to onboard new advisors (including dealing with their employment transition issues), tuck-ins and mergers & acquisitions to assisting with exit deals and succession planning implementation advice and services.
Our investment advisor clients love working with us for one simple reason - we are passionately committed to the independent RIA movement and supporting them to become entrepreneurs, fulfill their dreams and vision, and grow and build enterprise value.
We invite you to contact our attorneys to arrange a consultation and discuss how Kupfer. can support your RIA firm or platform launch, growth, or exit.
PREPARING BREAKAWAY BROKERS FOR RIA INDEPENDENCE
This 10-tip series will help prepare breakaway brokers and financial advisors to leave wirehouses, banks, and trust companies to move to RIA Independence via Broker Protocol and non-Protocol transitions into their own firm or an existing RIA firm.
PREPARING RIA FIRMS FOR BUSINESS DEALS
This 10-tip series will help RIA firms that want to do mergers and acquisitions (M&A), tuck-ins, and advisor onboarding deals.
RIA Aggregators And Integrators Special Series
In this series, I will bring you exclusive insights from the top RIA M&A leaders in the industry. In this episode, I dive deep into the world of mergers and acquisitions with some of the most influential experts in the field.
Join me to uncover valuable advice, strategies, and trends that can help you navigate the complex landscape of RIA M&A. Our featured guests include renowned leaders who have successfully executed numerous deals and have extensive experience in the industry.