Tag - advisor legacy | First State Bank Nebraska

Transitioning Clients During a Financial Practice Acquisition

Posted on: May 10, 2022 by First State Bank Nebraska in Salt Creek

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...

Read More

Tags: acquisition, advisor legacy, client relationship, clients, communication, financial advisor practice, Free guide, Lender, practice acquisition, propositions
Leveraging an Acquisition Consultant to Buy or Sell a Financial Advising Practice

Posted on: May 10, 2022 by First State Bank Nebraska in Salt Creek

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...

Read More

Tags: acquisition consultant, advisor legacy, Buyer, financial advisor practice, leverage, Seller, third party