*First Name: *Last Name:
*Email: *Phone:
Address 1: Address 2:
*City: *State:
* Required Field
M&A Service Needed:
Need Help Closing
a Pending Sale Transaction
Need Help Selling and/or Finding
a Buyer for My Practice
Other (describe below)
Professional Registration:
RIA Representative
Registered Representative
Insurance Professional
Other (describe below)
Type of Practice:
Fee & Commission
Commission Only
Other (describe below)
Years in Business:
Assets Under Management:
Annual Revenue:
Recurring Revenue:
Est. Overhead Expense %:
No. of Employees:
Reasons for Sale:
Career Change
Unplanned Change
Other (describe below)
Partial Book Sale:
Yes / No
Targeted Selling Price:
Targeted Down Payment %:
Additional Objectives:
How Did You Learn About Us:
Internet (describe below)
Referral (describe below)
Webinar (describe below)
Email (describe below)
Other (describe below)
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