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

Funding an Acquisition

Deciding Factor Ways to Buy a Financial Advisory Practice

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Biggest Roadblocks

Deciding FactorTo the Sale of a Financial Advisor Practice

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Valuation Methods

Deciding FactorMethods for Valuing a Financial Advisor Practice

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The Deciding Factor

Deciding FactorWhy A Seller Won’t Sell Their Practice to You

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An Aging Client Base

A Winning TeamAn aging client base hurts your practice value.

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A Winning Team

A Winning TeamSelecting Qualified Experts To Help You Sell Your Practice.

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Top 4 Factors for Fit

Buying a PracticeLearn how to spot a good buyer fit for your - it goes beyond price.

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Choosing Help

succession expertWhy it's better to work with an independent succession expert instead of your broker-dealer's.

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Decision to Sell

Common Mistakes When Selling a PracticeOur advice on how you should think about the difficult decision to sell your practice.

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Common Mistakes

Common Mistakes When Selling a PracticeBefore you sell your practice, avoid these common mistakes that sellers make.

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Valuation Factors

Factors Impacting Valuation PriceSee what factors impact valuation prices.

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White Papers

Become and industry insider - download our white papers based upon our internal research and case studies.