rerturn to home page  Home | About Us | Articles | Web Resources | Careers | Contact Us
Transition Solutions for Investment & Financial Advisors
Sell-Side Advisory Learn More!
Home > M&A Services > Sell-Side Advisory

Sell-Side Advisory

Utilize Our Sell-Side Advisory Services to Sell Your Practice

adviserXchange offers sell-side advisory services to financial advisors who are looking to sell their financial services practice with proactive assistance and support from an M&A adviser.

When you utilize our sell-side advisory services, we'll first help you set attainable objectives for the proposed sale transaction and then determine the most effective strategies to realize those objectives.

The scope of our sell-side advisory engagements will normally also provide for our assistance with the following key activities:

  • Determination of potential valuation range

  • Preparation and drafting of the offering memorandum

  • Identification and marketing of the business to potential qualified buyers

  • Negotiation of the purchase price and other key terms affecting the transaction

  • Coordination of due diligence, closing documentation and closing

The bottom line: Our sell-side advisory activities are designed to guide and support you throughout the entire process to help ensure that your objectives are met and the sale transaction is consummated in a smooth and efficient manner.

Click Here For Sell-Side Advisory!

M&A Services
Sell-Side Advisory
| Buy-Side Advisory | Practice Exchange | Exit / Succession

Home | About Us | Articles | Terms Of Use | Privacy Policy | Site Map | Contact Us

Copyright © 2007-2009 adviserXchange, a division of Enterprise Financial Partners, LLC.  All rights reserved.