The four phases of a post-merger integration, why integration capacity limits a roll-up, where integrations fail, and what to automate, for RIA, law, accounting and insurance acquirers.
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How to Get Your RIA Ready for an Acquisition (2026)
For RIAs with $500M+ in AUM: show how the work runs, take the founder out of the back office, protect the team through the sale, and a 24-month plan.
RIA Succession Planning: The Four Paths and How to Get Your Firm Ready (2026)
The four succession paths for an RIA owner, a realistic timeline, what buyers diligence, and the operational readiness checklist that makes any path easier.
RIA Valuation Multiples (2026)
Published EBITDA and revenue multiple ranges for RIAs by firm size, every figure cited, and what moves a firm up or down its band.
RIA Aggregators and Acquirers (2026): Who's Buying and How They Integrate
The most active RIA acquirers side by side: AUM, ownership, integration model and recent deals, each sourced, plus how to tell an aggregator from a consolidator and what to ask a buyer.
Start Billing the 0.1
The four-minute email and the two-minute call are real work that most partners never bill. What those tenths add up to, why they get written off, and how firms get them back without a timer.
The Business of Law in Numbers: What Law Firm Operations Leaders Told Us in 2026
45 minutes a week per attorney rebuilding time. 70 to 90 percent of each new matter retyped. 2,500 emails a day filed by hand. Twelve numbers law firm operations, finance, and IT leaders shared with us this year.
The RIA Back Office in Numbers: What Operations Leaders Told Us in 2026
45 pieces of information to open one account. More than 100 CRM processes kicked off by hand. 68 hours to re-key one advisor transition. Twelve numbers RIA operations leaders shared with us this year.
OpenAI Dots for RIAs: what to check first
What OpenAI’s dots does, where it helps an RIA, and the five questions to answer before it touches account opening, CRM updates, and service requests: repeatability, supervision, records, client data, and reach.
Meta Muse for Professional Services: what to check first
What Meta’s Muse does, where it helps a professional services firm, and the five questions to answer before it touches document collection, engagement setup, and data entry: repeatability, supervision, records, client data, and reach.