Explore Sale
Opportunities
Partner with a Firm Committed to Stewardship and Excellence
At Parable Advisors, we are actively looking to partner with like-minded advisors who want a strong, values-aligned solution for transitioning or selling their practice—and want to ensure their clients receive the same or better experience after the sale.
A Team That Elevates Your Practice
As part of Parable, your clients gain access to a dedicated team of credentialed professionals—including a CFA®, CFP®, and board-certified estate attorney—who support your ability to deliver comprehensive, sophisticated guidance to clients.
Potential Partnership Structures
Below is a simple overview of potential partnership or sale structures.
We offer two partnership paths:
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Partnership Path A:
Immediate Full Purchase
For advisors who want to exit now and are looking for a straightforward, full-value sale.
Partnership Path B:
Guided Transition Program
The ability to partner with us now and gradually transition your clients to Parable over time.
This option is ideal for advisors planning to retire in the next 2–10 years and who want a smoother, more intentional transition for their clients.
This option is ideal for advisors planning to retire in the next 2–10 years and who want a smoother, more intentional transition for their clients.
This model is especially attractive because:
- It gives clients time to get to know our team
- Encourages higher long-term client retention
- Potential for higher payout to seller because client retention usually impacts sale value
Most advisors wait until they are ready to retire before selling — which often leads to value loss because clients must suddenly adapt to a new firm. We solve this problem by partnering years in advance, allowing us to introduce clients slowly and thoughtfully. By the time the advisor is ready to fully exit, their clients already know and trust us, making retention significantly higher and protecting the advisor’s long-term value.
Who We’re Looking to Partner With
- A fee-only advisor
- Minimum assets under management of $25 million
- Advisor looking to exit now or within 10 years of joining
Should You Sell Now or Later?
Deciding when to sell is a deeply personal decision. We help you evaluate:
- Market conditions
- Business value and growth trajectory
- Personal and retirement goals
- Succession options
- Timing considerations for you and your clients
Whether you are years away from transitioning or ready to exit soon, we provide judgment-free guidance to help you choose the path that preserves your legacy.
Let’s Discuss Your Options
If you’re exploring the possibility of selling your practice—now or in the future—we’re here to support you every step of the way.
