Free Resources
RIA Practice Intelligence Playbooks
Frameworks and methodologies for RIA practice valuation, acquisition and succession — free to read, optimized for use in your own AI workflows.
📊
RIA Practice Valuation Framework
Four valuation methods, each computed from figures you supply — benchmarked against no transaction cohort, because there is none
Read the framework →🎯
M&A Acquisition Playbook
7-signal detection methodology for identifying acquisition-ready RIA practices
Read the playbook →🔄
Succession Planning Framework
Five-dimension succession readiness model
Read the framework →Related tools inside Synseus
Synseus has its own valuation, target-discovery and succession tools. They do not all apply the methods described in these playbooks.
Start free 14-day trial →