How To Buy Or Sell A Financial Advisory Practice

The decision to buy or sell a financial advisory practice can sometimes be difficult for an advisor. Concerns over transitioning the customer base, in the case of a buyer, and knowing when to exit the practice, in the case of a seller, are just a few of the issues involved. Beyond that, advisors who are considering buying or selling a financial advisory practice may also have difficulty finding the most optimal terms on their own. That’s when AdviserXchange can help you with your objectives.

We offer a variety of merger and acquisition (M&A) services to investment and financial advisors wanting to buy or sell a financial advisory practice. Every prospective client who uses our services is first required to complete a survey detailing his or her background, practice information, objectives and, in the case of a buyer, financial wherewithal. An advisor who wants to expand operations will also need to tell us what area of the country will be targeted as well as the type and size of practice that is desired.

AdviserXchange Can Help You Buy or Sell a Financial Advisory Practice When You’re Ready to Take That Next Step

A key feature of the AdviserXchange M&A process is that it’s designed to help compatible advisors find each other when they’re ready to buy or sell a financial advisory practice. We can also provide assistance with the following key activities:

  1. Determination of potential valuation range for a given practice
  2. Review of proposed deal terms and other items affecting transaction
  3. Guidance on due diligence and closing related matters

An additional feature of the M&A services available through adviserXchange is that you can customize the level of service to suit your needs when you’re ready to buy or sell a financial advisory practice. If you desire more proactive assistance, you’ll want to utilize our advisory services. If you only want help meeting pre-qualified buyers or sellers, our Practice Exchange service may be the way to go.

To learn how we can help you reach your particular objectives, give us a call today – (256) 241-1800.

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