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How To Do A Claw Back On An Advisor Acquisition
How To Do A Claw Back On An Advisor Acquisition In a previous post we discussed a few of the protections buyers can put in place to preserve their interests during an acquisition. The primary purpose of the protections is to minimize client attrition...
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How Long To Retain The Selling Advisor After An Acquisition?
How Long To Retain The Selling Advisor After An Acquisition? The success of an acquisition is largely determined in the transition. Client retention is critical, and the biggest factor that impacts client retention is the seller’s role in introducing...
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Our Streamlined Lending Process
Our Streamlined Lending Process Securing a loan for your financial advisory firm can be time consuming and overwhelming if the lender is not familiar with your business model or if you meet with delays during the lending process. At Salt Creek,...
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Why Acquisitions Are a Great Way To Grow Your Financial Advisor Practice
Why Acquisitions Are a Great Way To Grow Your Financial Advisor Practice The normal method for growing a practice is by acquiring new clients one at a time. Although this is a valid and sound approach to growth, it’s also a generally slow approach....
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Transitioning Clients During a Financial Practice Acquisition
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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Utilizing Existing Staff to Transition Clients During an Acquisition
Utilizing Existing Staff to Transition Clients During an Acquisition As we discussed in a previous blog post, “Strategies to Retain Clients After an Acquisition,” client retention is critical to not only ensuring the survival of the business...
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Strategies to Retain Clients After An Acquisition
Strategies to Retain Clients After An 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 on investment justifies...
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Preparing Your Practice For Acquisitions
Preparing Your Practice For Acquisitions The new year has advisors looking at their goals and setting lofty expectations for their practice in the coming months. Often these include goals around client acquisition and revenue generation. One target...
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