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About Buying or Selling A Financial Practice
This document discusses buying and selling financial practices. It provides statistics on advisor demographics and the need for succession planning. It outlines the essential steps for buyers, including due diligence, negotiations, and transition planning. Guidelines are presented for sellers to prepare for due diligence. Methods of practice valuations and acquisition structures are reviewed. The importance of succession planning to protect a practice's value is emphasized.
Detailed Information
| Author: | ['A'] |
|---|---|
| Publication Year: | 2021 |
| Pages: | 9 |
| Language: | English |
| Format: | |
| Price: | FREE |
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