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Tag: financial advisor acquisition

07 May
How Financing Gives You an Edge in Financial Advisor Acquisitions

How Financing Gives You an Edge in Acquisitions

Over the past several years, there has been a surge in the number of advisors looking to grow through acquisitions. This has created a market where sellers have multiple buyers to choose from and buyers must compete for the deal. Many factors influence a seller’s decision, including the buyer’s personality, cultural fit, and investment philosophy. […]

11 Mar
due diligence in advisor acquisition

The Importance of Due Diligence When Purchasing an Advisor Practice

More advisors are turning to acquisitions as a reliable growth strategy. Many are seeing great success as a result. However, as with any business transaction, not every deal works out as it should. This usually happens because an advisor didn’t consider the importance of due diligence when purchasing an advisor practice. The rise of practice […]

20 Feb

The Key to Getting Through an Acquisition is Preparation

Acquisitions are a great way to grow your financial practice. They allow you to scale quickly and immediately generate revenue from the new book of business. For many practice leaders, acquisitions are not part of their regular routine and the demands of the process can create challenges before, during, and after the deal. That’s why […]

13 Feb

Building Rapport with the Seller

Often, practice leaders focus on the terms of a deal, while overlooking the human aspects of the transaction. This is to the detriment of the deal and can even prevent a buyer from getting selected when there are multiple offers on the table. In order to not only get a seller to select you but […]

16 Jan
Loan Options for Purchasing a Financial Advisor Practice

What are My Loan Options for Purchasing a Financial Advisor Practice?

Recently, we shared a post highlighting the many financing options available to financial advisors looking to purchase a book of business. We specifically noted how lenders have learned how to value the goodwill collateral of a financial advisor practice in order to develop lending solutions specifically geared to this unique market. Typically, these loans fall […]

02 Jan
Financing Options for Purchasing a Book of Business

Financing Options for Purchasing a Book of Business

Acquisitions are a great way to grow your financial advisor practice quickly. However, many financial advisors struggle to decide the best way to finance the purchase of a book of business. For a long time, advisors had limited options, but as the industry has grown and the profession has become more established, advisors now have […]