Tag - M&A consultant | First State Bank Nebraska

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

Posted on: May 10, 2022 by First State Bank Nebraska in Salt Creek

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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Tags: acquisition, Attrition Clause, Broker-dealer, Buyer, Contract, Custodian, due-diligence, financial advisor, M&A consultant, Protect
Preparing Your Practice For Acquisitions

Posted on: April 4, 2022 by First State Bank Nebraska in Salt Creek

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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Tags: acquisition, clients, communication, data, financial advisor, M&A consultant, market share, onboarding, profit, Revenue