Financing an Acquisition – Acquisition Loans White Paper

The New Finance Landscape for Advisor Acquisitions

Financial Advisors and their practices have evolved tremendously over the last ten years.

Many tandem services have evolved with them, creating more opportunities and options for Financial Advisors to grow and manage their practices. Among the most notable changes to come around in the last decade is the access to financing. Learn more by requesting your free download.

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More Content For Advisors Looking To Grow Through Acquisitions

Why Now Is The Time To Sell Your Advisory Practice

For advisors over sixty, delaying the sale of your practice can have significant financial and personal ramifications, especially if you are already considering selling in the next one to [...]

Internal Successions On The Rise

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The Growing Appeal of Sell and Stay Deals

The advisor M&A scene has changed dramatically over the last five years. This change has emerged in tandem with a shift from a concentration in the traditional solo advisor/lifestyle [...]

Top Three Reasons Advisors Sell Their Practice

Over the last five years, the demand for practice acquisitions has skyrocketed. This increase in demand is fueled by greater access to capital, a growing number of educational and [...]

Team Spotlight: John Sullivan – M&A Coach

This blog post is part of a series highlighting Advisor Legacy team members. As M&A Coach, John Sullivan brings over 4 decades of experience in the financial advisory industry [...]

Team Spotlight: Todd Doherty – Managing Director, Acquisition and Legacy Planning

This blog post is part of a series highlighting Advisor Legacy team members. As Managing Director of our Acquisition and Legacy Planning services, Todd Doherty melds his background as [...]

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