Bressman: RIA in a Box makes directionally $750k monthly revenue
Will Bressman · 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk · Dec 8, 2019 · at 4:28
Nathan Latka calculates RIA in a Box's monthly revenue based on 1,800 clients and a $5,000 minimum annual contract value.
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“It's directionally correct. Yeah.”
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More from Will Bressman
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”
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.”
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.”