Buyer

Leveraging Broker Dealer Resources During an Acquisition Acquisitions can be a positive and exciting way to grow a financial advisor practice. They can also be challenging. There are many resources available to advisors that can help alleviate some...

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Consult With Your Lender Before Negotiations to Get the Best Financing Terms If you are actively seeking to grow your financial advisor practice through acquisition, you may be interested in a loan from a bank. But how can you properly structure an...

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Is It Time To Refinance Your Broker-Dealer’s Loan Financing options for advisors have changed dramatically over recent years. One unexpected player that has entered the finance game are the broker-dealers themselves. Many broker-dealers recognized...

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How Financing Gives You an Edge in Acquisitions Over the past several years, there has been a surge in the number of advisors looking to grow through acquisitions. This has created a market where sellers have multiple buyers to choose from and...

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Buyer Beware: Key Clauses and Deal Terms to Protect You During an Acquisition 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...

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Leveraging an Acquisition Consultant to Buy or Sell a Financial Advising Practice 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...

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Business Valuations for SBA Loans: Why Not All Valuations Are Created Equal In any business purchase, it is always critical to arriving at a fair and reasonable price for both the buyer and the seller. As is often the case, the buyer is looking to...

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Building Rapport with the Seller Often, practice leaders focus on the terms of a deal, while overlooking the human aspects of the transaction. This is to the detriment of the deal and can even prevent a buyer from getting selected when there are multiple...

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Owning a home is an important goal for millions of people. In any market, the home buying process can be both exciting and stressful. However, in the current competitive market, house shopping can almost feel like a competitive sport. Houses are being...

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