Mergers and Acquisitions
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”
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”
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”
As an experienced investment advisor, you feel you’re ready to buy or sell an investment practice. The ultimate decision to buy or sell a particular practice, however, may be negatively influenced by many factors including the emotions of the advisor. As a consequence, even an experienced advisor who may be knowledgeable about the marketplace could … Continue reading “How To Buy Or Sell An Investment Practice”
A busy schedule may make it seem impossible to search for an asset management business that’s for sale on your own. To simplify the process, you need a reliable source of pre-screened sellers when you search for an asset management business for sale. Accordingly, asset managers should use a centralized source like adviserXchange when buying … Continue reading “Asset Management Business For Sale”
Leverage the Platform
Use the Marketplace and other relevant services to reach your objective.