We buy technology advisor businesses.
Full acquisitions, partial commission purchases, and growth capital for advisors still building. If you've spent years building a book of recurring revenue, you've built something with a market price. Most advisors have never been told what it is.
Three ways this works.
Sell the business
You've built it, you're ready to move on, and you want the value out rather than watching it wind down. IBA acquires the full book and takes over the relationships. You get paid for what you built instead of letting it expire.
Sell a slice, keep the business
You're still building and you need capital to do it. Sell a portion of your monthly commissions for cash now. No equity. No partner in your business. Nothing about how you operate changes. You keep running everything.
Take on capital and grow
You're still building. Your book is small, banks won't look at you because there's nothing to lend against, and the big capital programs have minimums you don't hit yet. That's the gap we fill. We invest in advisors early, when the money actually changes the trajectory.
Not sure which one you are? Most people aren't. That's what the conversation is for.
Who's behind this
IBA is led by Ronnell Richards. Thirty years in sales, four technology sales organizations built, more than $100 million in partner revenue, and a book most of this channel has read.
He also built a company from 2004, ran it to eight figures, and lost it in 2017 because nobody ever structured it to be sold. That is why this company exists.
Read the whole storyWhat happens when you reach out.
A conversation
Thirty minutes with Ronnell. What you've built, how it's structured, what you want next. No pitch and no obligation.
A real number
If there's a fit, IBA puts a value on the book based on what it actually produces, not a formula off a website.
A structure
Full purchase, partial purchase, or an introduction to one of our capital partners if that's genuinely the better deal for you.
Close
Diligence, paperwork, funds. You'll know where you stand at every step.
Most advisors have no idea what their book is worth.
Answer nine questions. Takes about two minutes. You'll get a written read on what you've built and whether it's structured to sell.
Start the Snapshot