book of business

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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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...

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Managing A Seller’s Emotions When Purchasing An Existing Book of Business Selecting a financial advising business to purchase requires due diligence and sound judgement. As the buyer, its often easy to manage your own emotions in the process...

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How to Find a Book of Business to Buy As a growth minded entrepreneur, you are always on the hunt for ways to build your financial services business. One of the fastest ways to expand is by purchasing an existing book of business. However, you may...

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