Transition Consulting
Are you considering buying or selling a practice but need someone to guide you through it? We provide consulting services via telephone and/or on-site visits. Learn More.
Your Personal Best Coaching
Learn from the best! If you are an advisor already producing at a $100,000+ level, our coaching program will lead you down the path towards making more money, building your ideal business, and living a balanced life. Coach with a million dollar level producer! Learn More.
Schedule a Speaker
Mary Sterk, is available to speak at your next event or conference! Mary will guide your audience through the complex world of buying & selling Financial Services Practices. During her discussion of acquisitions, Mary will provide cutting edge insight on:
- Finding the Right Opportunity
- Evaluating the Book of Business
- The Valuation Process
- Financing the Purchase
- Negotiations of Activity Obligations and Price Agreement
- Creating a Communication Strategy
- The Contract
- Capability Boost Prior to the Sale
- Database and Staff Integration
- Execution of the Communication Strategy
- Activity Pattern and Philosophy Integration for New Clients
Mary’s book, BUY IT! The Practical Guide to Buying a Financial Services Book of Business is the perfect compliment for the audience interested in learning about this very relevant topic!
Please Contact Us to schedule Mary for your next event!