Buy It! More than 50% of today’s advisors will be ready to transition out of practice in the next 10-15 years. We are on the cusp of the largest transfer of advisory practices in history and that presents unique opportunities for buyers and sellers who are well positioned!
Map It Build It Buy It offers a unique look at how to go about purchasing a practice. In the book ‘Buy It! A Practical Guide to Buying a Financial Services Book of Business’, Mary Sterk, author, has successfully completed multiple acquisitions and shares her secrets of a successful transition for all to read. She regularly speaks to large audiences of financial professionals, offering guidance as they begin the acquisition journey.
In her book, she takes you through the entire process from finding the right opportunity, to communicating your firm’s philosophy to your newly acquired clients. She also works 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.
Map It Build It Buy It
438 W Pinehurst Trail
Dakota Dunes, SD 57049
Phone: 866-533-0854
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