Advisors always enter into an acquisition deal hoping for and expecting the best. If you do your due diligence, your chances of a positive outcome are high, but the unexpected can still happen. To ensure appropriate stewardship of the deal by all parties, as a buyer you need to do everything you can to protect […]
The normal method for growing a practice is by acquiring new clients one at a time. Although this is a valid and sound approach to growth, it’s also a generally slow approach. For advisors who want to grow quickly, acquisitions are the answer. There are many reasons why acquisitions are a great way to grow […]
More advisors are turning to acquisitions as a reliable growth strategy. Many are seeing great success as a result. However, as with any business transaction, not every deal works out as it should. This usually happens because an advisor didn’t consider the importance of due diligence when purchasing an advisor practice. The rise of practice […]