Stay Ahead of the Curve
Stay ahead of the curve - read our insights. We regularly publish white papers and reports explaining trends that impact the financial services M&A space.
Blog Articles
Attrition Clause
Ways to Buy a Financial Advisory Practice
To the Sale of
a Financial Advisor Practice
Methods for Valuing a Financial Advisor Practice
Why A Seller Won’t Sell Their Practice to You
An aging client base hurts your practice value.
Selecting Qualified Experts To Help You Sell Your Practice.
Learn how to spot a good buyer fit for your - it goes beyond price.Choosing Help
Why it's better to work with an independent succession expert instead of your broker-dealer's.
Decision to Sell
Our advice on how you should think about the difficult decision to sell your practice.
Common Mistakes
Before you sell your practice, avoid these common mistakes that sellers make.
See what factors impact valuation prices.White Papers
Become and industry insider - download our white papers based upon our internal research and case studies.
