Disclosure certainty 3/5 debate potential 1/5

Bressman: RIA in a Box pricing ranges from $5k to $15k annually

Will Bressman · 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk · Dec 8, 2019 · at 3:53

Will Bressman is the CEO of RIA in a Box, a compliance software and consulting platform for registered investment advisers.

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“So we're sort of in the range of like five to 15,000 per year.”

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More from Will Bressman

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
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