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Will Bressman

Co-Founder & Partner, BK Growth Partners · 1 appearance on the record.

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investorexecutivefounderacademicbkgrowth.com ↗

Will Bressman acquired RIA in a Box through a search fund in 2011 and served as its CEO, scaling the SaaS compliance platform before its acquisition. He is currently a co-founder and partner at BK Growth Partners, where he invests in search funds and growth-stage companies.

13statements → 9claims → 2claims resolved → 3.92/5average certainty → 1/5average debate potential →

1 supported 1 partly supported 0 contradicted 7 not checkable as stated how the 9 claims stand · each chip opens the sources

9 assertions · 4 disclosures · every statement was checked. The predictions and assertions are the 9 claims: statements the public record can support or contradict. 2 are resolved, and 7 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Will argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Bressman: Financial Advisors Are Increasingly Leaving Big Institutions to Go Independent
“You know, all that stuff is typically handled in house, but increasingly those advisors are going off and being independent.”
Will Bressman Dec 8, 2019 ▶ 2:08 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Will Bressman on measured tape to publish a rate. This says nothing about how they speak.

Everything Will Bressman said on Top Founders that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Bressman: RIA in a Box makes directionally $750k monthly revenue
“It's directionally correct. Yeah.”
Will Bressman Dec 8, 2019 ▶ 4:28 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Assertion Partly supported
Bressman acquired RIA in a Box in 2012 as pure consulting firm
“The company was started in 2000, in 2006, but we got involved in 2012. And you know, at that time he really had a consulting business that was not tech enabled. There was no real sort of internal or external technology”
Will Bressman Dec 8, 2019 ▶ 7:16 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Disclosure
Bressman: RIA in a Box partnered with Aquiline Capital Partners
“We partnered with a private equity firm here in New York called Aqualine Capital Partners, and the idea really with joining with them was to give us that next phase of capital and really kind of expand our capabilities and our ability to serve the market.”
Will Bressman Dec 8, 2019 ▶ 10:47 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Assertion Not checkable as stated
Bressman: RIA in a Box serves 1,800 of 30,000 potential firms
“We're working about 1800 firms. There's roughly 30,000 or so we can be working with.”
Will Bressman Dec 8, 2019 ▶ 12:29 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Assertion Not checkable as stated
Bressman: RIA in a Box grows 30% to 50% year-over-year
“We're in that 30, 50% range.”
Will Bressman Dec 8, 2019 ▶ 13:14 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Assertion Not checkable as stated
Bressman: RIA in a Box Gross Retention Exceeds 90%
“We're above sort of 90% in gross retention and even higher in what we call preventable retention.”
Will Bressman Dec 8, 2019 ▶ 14:11 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Assertion Not checkable as stated
Bressman: RIA in a Box Has CAC Payback of Under a Year
“We typically operate in sort of a year or less as our payback.”
Will Bressman Dec 8, 2019 ▶ 15:57 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Assertion Not checkable as stated
Bressman: Content Marketing Is RIA in a Box's Primary Acquisition Driver
“But our primary customer acquisition channel has really been content. And for us that's just been a huge driver of growth in our business.”
Will Bressman Dec 8, 2019 ▶ 16:42 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Assertion Not checkable as stated
Bressman: RIA in a Box Is Cash Flow Positive
“Yeah, we are.”
Will Bressman Dec 8, 2019 ▶ 16:51 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Assertion Supported
Bressman: Financial Advisors Are Increasingly Leaving Big Institutions to Go Independent
“You know, all that stuff is typically handled in house, but increasingly those advisors are going off and being independent.”
Will Bressman Dec 8, 2019 ▶ 2:08 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Disclosure
Bressman: RIA in a Box pricing ranges from $5k to $15k annually
“So we're sort of in the range of like five to 15,000 per year.”
Will Bressman Dec 8, 2019 ▶ 3:53 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Disclosure
RIA in a Box scaled via organic cash flow, not venture capital
“So it really follows more of the bootstrap path where we've grown through our own sort of internal reinvestment and money we've generated through the business as opposed to kind of tons and tons of VC rounds along the way.”
Will Bressman Dec 8, 2019 ▶ 5:10 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Assertion Not checkable as stated
Bressman: RIA in a Box employs about 45 people
“We have about 45 people.”
Will Bressman Dec 8, 2019 ▶ 13:26 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk

Appearances (1)

EpisodeDateSpeaking time
1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk Dec 8, 2019 9m
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