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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 buying or selling an RIA may also have difficulty
negotiating the most optimal deal 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 an RIA.
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 RIA that's desired.
We Can Help You Buy or Sell an RIA
When You're Ready to Take That Next StepA 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 an RIA. We can also
provide assistance with the following key activities: -
Determination of a potential valuation range for a given RIA
-
Negotiation of the final purchase price and other key terms affecting the
transaction
- Coordination of due diligence and closing
documentation
An additional feature of the M&A services
available through adviserXchange is that you can customize the level of
service to suit your specific needs when you're ready to buy or sell an RIA. If you desire 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 all your objectives, give us a
call today.
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