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Joe Duran: RIA owners have 3 ways to turn equity into cash

Joe Duran / Mar 28, 2025
In this guest column, Rise Growth Partners managing partner Joe Duran pulls from his own experience to help wealth management executives determine which monetization method is right for them.
My former partner used to have an expression: ‘When they’re handing out apple pie, go get a slice.’ This is particularly relevant today, as we are seeing an unprecedented convergence of capital in search of a home in thriving wealth management practices.
Whether it is private equity (PE) firms looking to take a majority stake, financial investors interested in a minority investment or larger wealth firms looking to expand by completing full buyouts or mergers amongst equals, there is no shortage of opportunities to turn your equity into cash.
Given that I’ve been through eight capital raises and two full sales over the past three decades, I thought it might be useful to offer a simple primer on how RIA owners should be thinking about the options in front of them. The choices for firms to raise capital have never been greater. From a full sale to various levels of equity investment, advisors of almost any size can monetize a portion or all of their practices.
However, it’s crucial for sellers...
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