Financing an Acquisition – Acquisition Loans White Paper - Advisor Legacy

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

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

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Team Spotlight: Vicki Walton – Operations Manager, Acquisition and Legacy Planning

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Despite Market Volatility, Practice Values Increasing At Highest Rate In History

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Advisor M&A Trends in 2021

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Who Should You Sell Your Practice To?

When selling a practice, financial advisors have more options than ever before. Advisors can sell in different stages, or all at once, and have an array of qualified buyers [...]

How Biden’s Tax Proposals Will Impact Financial Advisor Successions

A new president always heralds change. So far there has been a tremendous amount of new legislation proposed, along with executive orders designed to stimulate the economy. Many more [...]

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