Portland, Ore. (Nov. 13, 2003) -- Business Transitions LLC has launched an online forum for registered investment advisors and fee-only financial professionals who want to buy or sell independent financial planning practices.
RIA Transitions, www.riatransitions.com, is the fourth in the firm’s line of on-line transition planning sites, which also includes FP Transitions, which serves independent registered reps, and CPATransitions, which serves independent CPA firms.
The site offers a confidential listing system, an automated e-mail notification feature, detailed and industry-specific contracts, and closing/escrow services. In addition, advisors can sell portions of their books of business. According to the site, membership costs $100 annually. The fee is refunded when members buy or sell a financial services practice through the site.
Earlier this year, the company added on-site consulting services on a flat-fee basis to its offerings.
-- Web CPA staff
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