Buyers – We realize you are ready to grow your practice through a solid and profitable acquisition. We help you analyze the practice to determine if it is the right one for you.
Sellers – We understand that over the years you have built a business that’s made you successful. Now comes a time in your life where you are looking to move on. We truly understand the challenges facing you today and we are here to help you create a deal that best suits your needs.
We facilitate sales of Financial Practices with these following characteristics:
- Clean U4 & High standard of Ethics – Your pursuit of excellence speaks for itself.
- $3,000,000 Minimum – We work with practices having assets under management starting at 3 million.
- Your book of business – We typically work with a practice comprised of equities, mutual funds, ETFs, variable annuities and fixed income instruments. We will work with Life Insurance Practices only if there is a large securities exposure.
- We understand each other – From the very beginning we discuss our responsibilities to one another. We work with you side by side pre and post transition to ensure 100% satisfaction.
- We mainly focus on assets – We work with the client base. The value is in the clients being purchased and not the hard assets or expenses. Note: Office space & staff is case by case depending on your practices needs.
- You are part of the sale – The length of time the seller stays on post transition to assist with retention of assets is part of the negotiation process with the buyer.
