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The advisor's edition — practice, portfolio, and the book.
Thursday, August 20, 2026The Morning Brief →Sign in
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Brad Bueermann

In PWD coverage since August 20, 2026 · 2 stories
PWD coverage
exit

FP Transitions' free tool puts a number on an RIA's exit math

A free 1-to-100 score from FP Transitions gives RIA owners a rough read on sale value — and a reminder that buyers now pay for profit potential, not AUM size.
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