Seller

How Long To Retain The Selling Advisor After An Acquisition? The success of an acquisition is largely determined in the transition. Client retention is critical, and the biggest factor that impacts client retention is the seller’s role in introducing...

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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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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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The Importance of Due Diligence When Purchasing an Advisor Practice More advisors are turning to acquisitions as a reliable growth strategy. Many are seeing great success as a result. However, as with any business transaction, not every deal works...

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What Influences the Value of a Financial Advisor Practice The value of your financial practice has tremendous influence over your ability to secure working capital and financing to grow your business through acquisitions. Understanding how...

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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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