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 planning practice, seeking assistance from a mergers and acquisitions (M&A) firm is often the smartest thing you can do for your practice.

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An M&A adviser that provides financial planning practice consulting can go a long way in helping you make an informed decision on the sale of your practice. The consulting services offered through adviserXchange are designed to do just that and ultimately simplify the sale process for all parties to the transaction. We start the process by having you complete one of our seller surveys, which helps us assess your existing practice and determine your primary goals and objectives with respect to the sale.

Sell Your Practice at AdviserXchange Via Our Financial Planning Practice Consulting Services

If you choose to proceed with the sale of your financial planning practice after completing an initial round of financial planning practice consulting with us, we can also help you:

  1. Determine a valuation range for your practice
  2. Prepare and draft your firm’s offering memorandum
  3. Identify, screen and assist with prioritizing interested buyers
  4. Review proposed deal terms and other items affecting the transaction
  5. Guidance on due diligence and closing related matters

AdviserXchange draws interest in its financial planning practice consulting services from experienced advisors on both sides of the equation. As a result, sellers typically have pre-qualified, compatible buyers who are ready, willing and able to discuss the purchase of their practice with them almost immediately upon our engagement. Regardless of your situation, we’re confident we can help you assess your needs and reach your sale objectives. Give us a call today to schedule a consultation.

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