Buy It! The Practical Guide to Buying a Financial Services Book of Business is now available for sale!   

 This valuable book takes you step by step through the complex maze of the acquisition process. 

 Whether you are considering buying OR selling a practice, you will learn the "must know" tips for completing a successful transition! 

 Gain important insight on topics such as:

• Where do I find a practice to buy?
• How do I value a financial services business?
• How should I write the contract?
• What have business sold for in the past?
• How do we communicate the change to clients?
• How many clients will stay with the buyer post sale?

To find all of these answers and much more, please click on this link to order your copy today!

Map It Build It Buy It is designed to be a partner company to financial advisors as they grow their Financial Services Practices.  We believe that growth can be accompished through building your practice one client at a time AND through acquisitions of other practices.  We also serve as a resource for advisors who are ready to transition out of the financial industry.

Map It Build It Buy It has three unique areas that serve the needs of financial advisors - sales growth, practice management, and succession planning.  Our Map It!  program is a turn-key process for taking your clients though the financial planning process.  We show you how to bring tremendous value to your clients, and sharpen your sales skills at the same time.

Build It! addresses the overwhelming details of running your practice from an administrative side.  Our proven processes guide you through complex issues such as hiring, creating employee handbooks, accounting programs, procedure manuals, and technology management.

Buy It! brings to you a practical guide to buying a financial services practice.  We take you through the entire process from finding the right opportunity, to communicating your firm's philospohy to your newly acquired clients.  We also work with sellers to show you how to add value to your practice so that you can ultimately sell your practice for a greater amount when you are ready to transition out. 

We look forward to working you with you and helping your financial planning practice grow as you Map It, Build It and Buy It!