The value of any financial advising firm lies in its book of clients. It’s that value that serves as the basis of monetary worth during an acquisition. The projected return on investment justifies the expense of purchasing, that is, if the buyer can maintain that book of business once the deal is closed. As lending […]
Experienced practice owners understand the value of a well written contract and the value of getting all parties on the same page during an acquisition. When negotiating an acquisition, it’s always best to leverage an experienced acquisition consultant and lawyer to help you in structuring the deal. To help you identify some items you will […]
As a growth minded entrepreneur, you are always on the hunt for ways to build your financial services business. One of the fastest ways to expand is by purchasing an existing book of business. However, you may not know where to look for potential sellers, especially If it’s your first time purchasing a book of […]