Tag: advisor acquisitions

26 Sep

How To Do A Claw Back On An Advisor Acquisition

In a previous post we discussed a few of the protections buyers can put in place to preserve their interests during an acquisition. The primary purpose of the protections is to minimize client attrition and preserve the value of the practice being acquired. One of those protections, a claw back, is one that M&A experts […]

22 Aug

Pros and Cons of Purchasing Acquisitions Outside Your Broker Dealer

Advisor interest in acquisitions has grown tremendously over the last few years. Practices of every size have gotten in the game, even if only to make a single acquisition. Advisors new to the acquisition game or contemplating jumping into the acquisition pool are faced with many more options than in previous years. These options have […]

18 Jan

Preparing Your Practice For Acquisitions

The new year has advisors looking at their goals and setting lofty expectations for their practice in the coming months. Often these include goals around client acquisition and revenue generation. One target that has made its way into the sights of practices small and large is acquisitions. Many view acquisitions as the key to leveling […]