A 3-part blog series on how RIA firms build sustainable, repeatable organic growth using the CONSISTENT | STABLE | VISIBLE framework.
Series by Bill Shannon, MBA, CIMA®, CPWA®
Median RIA valuations reached 11.6x EBITDA in 2025. The spread between 9x and 15x depends largely on whether growth is organic and repeatable. PE-backed buyers now require 4 to 8% organic growth to unlock full earnout provisions.
Read Part 1 →91% of RIAs show little to negative organic growth when market appreciation is excluded. The CONSISTENT | STABLE | VISIBLE framework defines organic growth through three client-experience properties: confidence in every interaction, relationship stability over time, and advisor accessibility between meetings.
Read Part 2 →One sequence, three disciplines, one action per pillar. AI recovers the time. Compliance protects the firm. The CSV framework installs organic growth as an operating system.
Read Part 3 →