A LENDING DIVISION OF FIRST STATE BANK NEBRASKA

Tag: financial advisor succession

18 Dec

Leveraging an Acquisition Consultant to Buy or Sell a Financial Advising Practice

Recently we shared a post discussing many avenues to explore when looking for a financial advisory practice to buy. Among those we discussed utilizing an acquisition services firm. Today we want to dive deeper and talk more about leveraging an acquisition consultant to buy or sell a financial advising practice. Commonly referred to as “matchmakers” […]