How To Value A Financial Planning Practice
An investment business valuation represents a snapshot view of the market value of your life’s work in the investment industry. The sad reality is that most investment advisors fail to consider an investment business valuation until it comes time to sell their investment business. While not always obvious to advisors, the importance of periodic valuation … Continue reading “How To Value A Financial Planning Practice”
Financial Services M&A
A financial services mergers and acquisitions (M&A) adviser works with many different types of disciplines within the financial services industry. Among those operating in this sector are successful financial advisors who have spent a lifetime nurturing their financial advisory practices day-in and day-out to take it to the level of peak operating performance. By the … Continue reading “Financial Services M&A”
Financial Services Business Opportunities
The search for financial services business opportunities moves smoothly with the help of adviserXchange. We have developed this service in an effort to fill a void in the mergers and acquisitions (M&A) market: The need for a versatile M&A adviser proactively working to match buyers and sellers of financial services businesses. RIAs, registered representatives and … Continue reading “Financial Services Business Opportunities”
Financial Services Business For Sale
Believe it or not, it can sometimes be difficult for a financial advisor to know when it’s time to put a financial services business up for sale. The lure of retirement or the desire to slow down should make the decision easy. But, the perceived hassle of selling a business can make some advisors put … Continue reading “Financial Services Business For Sale”
Financial Practice Valuation
A financial practice valuation represents a snapshot view of the market value of your life’s work in the financial industry. The sad reality is that most financial advisors fail to consider a financial practice valuation until it comes time to sell their financial practice. While not always obvious to financial advisors, the importance of periodic … Continue reading “Financial Practice Valuation”
Financial Planning Practices For Sale
More often than not, the deciding factor for financial planners looking to acquire financial planning practices for sale is compatibility with the selling planner’s practice. Things can go awry quickly if the buyer of the practice to be acquired cannot retain the seller’s clients after the sale transaction is consummated. As a result, you need … Continue reading “Financial Planning Practices For Sale”
Financial Planning Practice Valuation
All financial advisors should periodically conduct a financial planning practice valuation to determine the value of their financial planning practice. This information becomes especially important when an advisor is getting ready to evaluate potential sale, exit and/or succession options. If you’re at that point with your practice, your shrewdness as a veteran advisor should lead … Continue reading “Financial Planning Practice Valuation”
Financial Planning Practice Management
In most cases, the focus of financial planning practice management needs to extend beyond the next quarter or business cycle. Financial advisors and planners need to anticipate both expected and unexpected changes as they plan for the future of their practices as well as their own personal needs. To that end, a pre-determined exit/succession plan … Continue reading “Financial Planning Practice Management”
Financial Planning Practice Consulting
For experienced financial advisors, it can sometimes be difficult to seek out financial planning practice consulting services for their financial planning practices. Your ability to manage multi-million dollar accounts and oversee a thriving business may make outside consulting seem like a sign of failure. But the fact is, when it comes to selling your financial … Continue reading “Financial Planning Practice Consulting”
Financial Business Valuation
All financial advisors should periodically conduct a financial business valuation to determine the value of their financial advisory business. This information becomes especially important when an advisor is getting ready to evaluate potential sale, exit and/or succession options. If you’re at that point with your business, your shrewdness as a veteran advisor should lead you … Continue reading “Financial Business Valuation”
Financial Advisor Succession Planning
Every owner of a financial advisory practice should participate in financial advisor succession planning well before they’re ready to actually exit (or retire from) his or her practice. It goes without saying that your years of hard work and exemplary service to clients make you an invaluable part of the ongoing success of your practice. … Continue reading “Financial Advisor Succession Planning”
Financial Advisor Practice For Sale
Now that you’ve decided that the next step in your financial advisory career is the ownership of your own practice, the words “financial advisor practice for sale” may pique your interest as a potential buyer. You’re likely hampered, however, in locating a suitable practice due to the limited time and resources you have available to … Continue reading “Financial Advisor Practice For Sale”
Create A Financial Advisor Exit Plan
A financial advisor exit plan can be difficult to execute if you don’t already have someone readily available to pick up the slack prior to your departure. The unfortunate reality is that it’s not uncommon for financial advisors to be reluctant to speak about certain future events or to plan for contingencies through an exit … Continue reading “Create A Financial Advisor Exit Plan”
Financial Advisor Business For Sale
A busy schedule can thwart plans to put a financial advisor business up for sale. The realities of a successful practice are that it’s tough for advisors to find the time to create an offering memorandum, identify the most ideal prospective buyers and then respond to numerous inquiries during a typical business day. These are … Continue reading “Financial Advisor Business For Sale”
How To Buy Or Sell An RIA
The decision to buy or sell an RIA can sometimes be difficult for an investment advisor. Concerns over managing a larger business, in the case of a buyer, and locating the most ideal buyer candidates, in the case of a seller, are just a few of the items involved. Beyond that, advisors who are considering … Continue reading “How To Buy Or Sell An RIA”
Leverage the Platform
Use the Marketplace and other relevant services to reach your objective.
