2019 has been an amazing year full of exciting opportunity, new relationships, and new adventures with old friends. It’s been a joy and a pleasure to help so many advisors grow their practices. As the new year approaches, we are working hard to continue to develop new resources and opportunities to help even more advisors […]
Recently we shared a post discussing many avenues to explore when looking for a financial advisory practice to buy. Among those we discussed utilizing an acquisition services firm. Today we want to dive deeper and talk more about leveraging an acquisition consultant to buy or sell a financial advising practice. Commonly referred to as “matchmakers” […]
When faced with an opportunity to grow your firm by purchasing an existing book of business, it’s easy to get caught up in the excitement and plow forward with the transaction. And while the right book of business can catapult your business growth, the wrong book of business can bring years of headaches and problems. […]
Selecting a financial advising business to purchase requires due diligence and sound judgement. As the buyer, its often easy to manage your own emotions in the process and keep your head focused on the facts. For the seller transitioning away from the business they built, it’s a little more difficult to stay objective and clear […]