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Why are some buyers more successful than others?

What we have noticed over the years is the actions and approaches that make some buyers more successful in completing an acquistion

3 Succession Options available to you When it comes to your financial planning business and succession, we understand that it’s a sensitive topic requiring considerable… Read More »Successful Succession and the 3 options available to you

Licensees stifling practice acquisitions over compliance concerns Increased compliance benchmarks imposed by the licensees of acquisitive advice firms is holding back deals according to a… Read More »Licensees stifling practice acquisitions over compliance concerns

Tips for Buying and Selling Financial Planning Practices – Episode 198 Click here In this episode, we talk to Steven Fine who is the… Read More »Podcast – Tips for Buying and Selling Financial Planning Practices – Episode 198

Podcast – How to Buy an Accounting Practice – Episode 48 How to buy an accounting practice? At the very start it looks so easy.… Read More »Podcast – How to Buy an Accounting Practice – Episode 48

Podcast – Legal Issues when Buying or Selling a Business – Episode 42 Legal issues when buying or selling a business can cost buyers and… Read More »Podcast – Legal Issues when Buying or Selling a Business – Episode 42

What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to… Read More »What’s driving the sale of Financial Planning Businesses?

What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to… Read More »Succession planning will exceed sale strategies: M&A brokers

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