Getting Started:
When You’re Ready to Buy, Sell or Transition a Financial Practice
This section is for financial advisors
who want to learn more about the process we go through when helping
you buy or sell a financial advisory practice--or otherwise transition
it to new owners.
After you make initial contact with us,
we'll set up a confidential consultation between you and one of our
merger and acquisition (M&A) professionals. At this meeting, we'll get to know you, your
existing practice and your goals and objectives. Of course, we'll also
answer any additional questions you have about our services and let
you know what to expect throughout the process. And you'll learn the
benefits of using an industry focused M&A adviser when buying or
selling a financial advisory practice.
Then if you decide to engage us, we'll
ask you to provide the appropriate documentation and other information
needed from you so we can immediately start taking concrete actions on
your behalf to help you reach your stated goals and objectives.
How Do I Get Started?
We usually begin the consultation phase
by having you first complete and submit one of the forms listed below.
In addition to your contact information, these forms ask for some
general information on your existing financial advisory practice and
your key objectives as a buyer or seller of an investment practice or
an investment advisor exit / succession plan candidate--all of which
helps facilitate our discussion during the initial consultation:
If you'd like more information on our process prior to getting
started, please
contact us. We'll walk you through it and answer any additional
questions you may have about our services. |
