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Tips for Advisors Looking to Acquire a Practice

Tips for Advisors Looking to Acquire a Practice
Tips for Advisors Looking to Acquire a Practice Despite market volatility, advisor M&A activity is still going strong. Interest in acquisitions has grown tremendously, thanks to advisors gaining greater access to capital and other resources. As media coverage continues to highlight the growth potential acquisitions provide and as more consulting firms emerge to provide education and support for acquisition activities, many first-time buyers are entering the market. Whether you’re an advisor pursuing your first acquisition, or your fifth, there are some best practices to follow. Know Why You’re Pursuing an Acquisition Strategy According to James Fisher, VP of Mergers & Acquisitions at FP Transitions, “there’s a lot of firms who think they should do M&A because everyone else is.” Advisor M&A activity has garnered a great deal of media attention in recent years, while acquisitions has become the default growth strategy for many firms. Following a trend

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