Archive - May 2022

Buyer Beware: Key Clauses and Deal Terms to Protect You During an Acquisition Advisors always enter into an acquisition deal hoping for and expecting the best. If you do your due diligence, your chances of a positive outcome are high, but the...

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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...

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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...

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Transitioning Clients During a Financial Practice Acquisition The value of any financial advising firm lies in its book of clients. It’s that value that serves as the basis of monetary worth during an acquisition. The projected return...

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What Influences the Value of a Financial Advisor Practice The value of your financial practice has tremendous influence over your ability to secure working capital and financing to grow your business through acquisitions. Understanding how...

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The Five C’s of Making Your Financial Practice Credit Worthy Many practice leaders discover that to grow their practice they need access to capital. As the financial advisor market has grown and stabilized, more lenders have emerged to assist...

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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...

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What to Look for When Purchasing a Book of Business When faced with an opportunity to grow your firm by purchasing an existing book of business, it’s easy to get caught up in the excitement and plow forward with the transaction. And while...

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How Working with An SBA Preferred Lending Partner Improves the Lending Process When applying for a business loan, you want to take advantage of every opportunity to speed up and streamline the lending process so your business can get the funds it needs...

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Who Has to Provide Personal Information When Applying For an SBA Loan Lending has evolved over the past decade. The unfortunate actions of a few have led to increased regulations and, as a result, an increase in the amount of information that has to...

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