Benefit from legal expertise
Financial advisors who use third parties to help execute their deals usually report higher satisfaction with the end result. Our team has handled hundreds of practice sales, and we provide insight, structure, and best practices to one of the most important transactions you can make.
Get help from specialists
You need attorneys who understand the very specific nuances of financial advisory practices. For more than two decades, we have worked with attorneys to streamline a process for the very specific documents needed in a financial advisory practice sale. These documents include:
- Asset Purchase Agreement
- Non-Compete/Solicitation Agreement
- Consulting Agreement (as part of Practice Sale)
- Promissory Note
- Bill of Sales
- Closing Statement
We walk you through the deal step-by-step
We offer the systems, tools and experience to help both parties achieve their goals. Our system was designed to produce mutually beneficial deals. The process is clear and the results are a winning combination for the buyer and seller.