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Better Outcomes

For Buyers and Sellers

Buying or selling a practice has never been easier.

With a combined 150 years of experience, our team has handled hundreds of practice sales. We provide both buyers and sellers with the insight, structure, and best practices necessary to ensure better outcomes for one of the most important transactions you can make. We also offer options for both internal and external successions, depending on how much support you need – and provide clear, upfront pricing.
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Three Different Options

To Fit Your Needs
Deal Support

For advisors who have completed a valuation and negotiation of deal terms, but still need legal agreements for an asset purchase.

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Deal Support Plus

For advisors who need a valuation, expert deal negotiations, and legal support for a straight asset purchase.

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NextGen Deal Support

For advisors who have an associate/junior advisor(s) they wish to phase into ownership.
 

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Not Sure Which Option Is Best?

Our quick comparison chart shows you exactly what’s included in each option.
Deal Support Deal Support Plus NextGen Deal Support
Item
Valuation
M&A Consulting
Negotiating N/A
Legal Support
Earnings Model for Buyer
Transition Coaching
Number of Meetings
1 meeting with M&A expert
4 M&A expert meetings & 1 Transition coaching meeting
4 M&A expert meetings & 2 Transition coaching meetings

Key Deliverables
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Business Valuation

Our Deal Support Plus and NextGen Deal Support services include our award winning valuation, which was recognized by key industry leaders as a valuable tool empowering advisor growth and deal making. We deliver a calculation of value that integrates the industry specific market-based approach with the more established M&A practice of using a “discounted earnings” method. The integration of the two methods balances the views of buyer and seller.
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Term Sheet & Legal Documents

Our experienced M&A consultants can represent either the buyer or seller or serve as a neutral third party for both during internal successions. The term sheet will include all key terms, structure, and important protections for both buyer and seller in order to balance risk and ensure commitment to the success of the deal. The term sheet serves as a blueprint for the lawyer who will then draw up all necessary legal agreements.

Latest Insights
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Burnout Driving Advisors Out Of The Industry

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Why Now Is The Time To Sell Your Practice

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Internal Successions On The Rise In The Advisor Industry

Our Promise To You

We will provide you with what you need when you need it. No over-sized packages, long-term commitments, or services you don’t want.
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Have Questions?

Book a call with one of our team members. They can walk you through our process and the components of each service.

Book A Call
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Helping advisors build, live, and leave a legacy