The 90 Day Sell Side Readiness Checklist for RIAs

Serious buyers reward clean information and confident execution, which is why the best outcomes start well before the first conversation. During the first month we work with owners to produce reliable financial statements, normalize owner compensation, and map the client base by household, revenue, profitability, and service tier. We also capture straightforward performance indicators so a buyer can quickly understand durability of revenue and the real drivers of growth.

In the second month we convert information into a coherent story that a buyer can underwrite. That includes a planning valuation to set expectations, a transition plan that explains how clients and staff will be supported, and a structured data room with a simple index and version control so diligence moves without friction.

In the third month we coordinate targeted outreach to a small set of qualified counterparties, compare letters of intent side by side, run a clear diligence calendar, and prepare communications so clients, staff, and partners know what will happen and when. Graybridge guides this sequence from start to finish so interest becomes a signed agreement and a smooth closing while relationships and culture remain intact.