Why Mid-Career Advisors Should Consider A Partial Sale

Green Sail Capital Partners Co-Founder Ryan Kaminski authored a thought leadership piece in Financial Advisor Magazine examining why mid-career advisors in their 40s and 50s should consider a partial sale of their practice. The article outlines how independent RIA owners can unlock liquidity, diversify personal wealth, and accelerate firm growth by selling a controlling interest while reinvesting rollover equity into a larger, well-capitalized platform. Kaminski argues that many advisors underestimate the growth ceiling they face at scale and overestimate their ability to sustain momentum without outside capital, making a compelling case that the smartest move for many isn’t holding on but positioning for a second, potentially larger payout down the road.