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Kiplinger
Kiplinger
Business
Shannon Larson

You Don't Have to Sell Out to Grow: A Case for Staying Independent as an RIA on Your Terms

RIA PE
(Image credit: Getty Images)

In the past few years, something has shifted in how RIA firms talk about the future.

Selling your RIA to private equity used to be a finishing move, a reward at the end of a long and (hopefully) successful run. Today, private equity comes calling earlier and faster than some firms anticipate.

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