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Transitioning Clients During a Financial Practice Acquisition
Transitioning Clients During a Financial Practice Acquisition 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...
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Preparing Your Practice For Acquisitions
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...
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Key Considerations When Structuring an Acquisition Deal
Key Considerations When Structuring an Acquisition Deal 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...
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Transitioning Clients During the Pandemic
Transitioning Clients During the Pandemic Transitioning clients and minimizing attrition is critical to a successful acquisition. Usually this entails several in-person meetings to introduce new clients to the advisor and his or her team. But the pandemic...
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