Contact Us: 866-533-0854

Products

Buy It!
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, purchase “Buy It!” by Mary Sterk today for only $19.95 plus shipping & handling and state tax where applicable.

To get a hard copy of the book, use the “Buy” button below. All internet orders include USPS standard shipping.



Customize It!
As part of the Map It Build It Buy It communication strategy, all the work has been done for you, so you won’t spend a lot of time creating and duplicating several communication pieces. Available are:

  • Sample Letter of Instruction to your BD
  • Sample Seller’s Retirement Announcement Letter
  • Sample Introductory Letter
  • Sample Client Survey
  • Sample Press Release
  • Sample Purchase Contract

These sample letters, communication pieces and the contract are designed to be easy downloadable and easy to tailor to meet your specific needs. To get your customizable word documents, click the button below.





Map It Build It Buy It
438 W Pinehurst Trail
Dakota Dunes, SD 57049
Phone: 866-533-0854
Email

Disclaimer

Any information printed or verbalized represents the opinions of the company and is not to be construed as legal or tax advice. Please consult your attorney or CPA for advice relating to these matters. Disclaimer and Privacy Policy

Contact

Map It Build It Buy It
438 W Pinehurst Trail
Dakota Dunes, SD 57049
Phone: 866-533-0854
Email Us