Click Here For Investment Brokerage Firms For Sale! There are many steps that need to be taken before placing investment brokerage firms or practices for sale. In addition to determining your goals and objectives with respect to the sale itself, you'll need to arrive at an asking price that is competitive in the marketplace. You'll also need to determine how you'll market the firm or practice to the most appropriate potential buyers, all without being disruptive to your clients and personnel.

When it comes to marketing investment brokerage firms and practices for sale, you need to approach the process much like you approach your clients' investment portfolios. That is, you seek out the most appropriate professionals when constructing the portfolios, which is the same thought process that needs to be utilized when selling your firm or practice. To that end, we've established adviserXchange as a mergers and acquisitions (M&A) firm for investment advisors who have that as their primary objective.

Niche Marketing: Investment Brokerage Firms and Practices for Sale at AdviserXchange

One of the first things to be addressed in promoting investment brokerage firms and practices for sale is the determination of such firms and practices value. Valuation methodologies take into consideration many factors, including the demographics of your client base, the level of recurring and non-recurring revenue and the overhead required to operate the firm or practice. After your valuation has been determined, your marketing campaign can then be developed with the help of an adviserXchange adviser.

During the next phase of the process, your investment brokerage firm or practice will be marketed for sale to buyers who match up well with your own practice. Our targeted buyers typically include both active known buyers and those buyers that we find by promoting your practice in other venues to help ensure a high percentage of serious inquiries. If you're interested in discussing the sale of your firm or practice, give us a call today to go over the options available to you.