In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport, and cultivate trust through transparency.
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Topics: Acquisition, Tip of the Week, Due Diligence
In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport and cultivate trust through transparency.
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Topics: Acquisition, Tip of the Week, Deal Structure
Why doesn’t “all cash” equal best buyer? Our listings director Jeanie Northcutt tells you why in our latest Acquisition Tip of the Week.
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Topics: Acquisition, Tip of the Week
It's rare that an initial meeting between seller and potential buyer occurs face-to-face. So, how do you make a good first impression without appearances? Keeping your professional etiquette intact is often more important than the cash on the table.
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Topics: Acquisition, Tip of the Week
We all speak in what ifs and maybes when we're chatting with friends and colleagues. But casual conversations when there's a potential acquisition in the picture can have consequences when you move your discussion to the negotiating table.
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Topics: Acquisition, Tip of the Week
Simply expressing interest in a practice for sale is sometimes not enough to get noticed. One important piece of the puzzle is making sure you're known, and there's a background in place when you throw your hat in the ring.
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Topics: Acquisition, Tip of the Week
The decision to sell is difficult, and emotional. Sellers worry about leaving their clients in good hands as they move on to the next stage of their lives.
This week's Acquisition Tip is about proving that those hands are your hands.
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Topics: Acquisition, Tip of the Week
With an average 50:1 buyer to seller ratio, advisors are looking for a leg up on the rest of the buyer pool. But you can’t find your “edge” until you’ve taken care of the basics.
These weekly tips will provide you with basic steps EVERY buyer needs to take to be successful in the acquisition marketplace, as well as helpful acquisition resources for further review.
Read on for Tip #1.
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Topics: Acquisition, Tip of the Week
After being in the financial services industry for over a decade, there is one thing I have found to be an almost universal truth: Independent financial advisors absolutely love what they do. The topic of selling is often sensitive and difficult for advisors who have been growing an independent practice for the majority of their careers.
Many advisors who have built their practices from the ground up are not always ready to sell and walk away. There are some, however, who are ready to slow down after years of a rewarding career and view selling as a path to retirement. Whatever the situation may be, there are several things that you should consider if you want to receive the full value of your practice while also finding the best fit for your clients.
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Topics: Selling Your Practice, Acquisition, Buying & Selling
If 95% of financial advisory practices have only one owner then most are–or should be–looking outside their own advisory for a continuity partner. You should be that partner, especially if your long-term growth strategies include acquisition.
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Topics: Continuity Planning, Acquisition