M&A Department

 

About our Aquisition & Legacy Services

Buying, selling, or transitioning a practice are generally once-in-lifetime events. Most advisors do not fully understand the complexities involved in these processes - including the emotional consequences of these life-changing decisions. Our M&A Experts offer services to help walk you through every aspect of these transitions.

We provide expert guidance at every step - from valuing your business, to considering tax consequences, negotiating deal terms, protecting against attrition, preparing your clients for the transition, and moving through the transition with the opposite party. We can also help advisors plan for the unknown with our Continuity Planning.

Our primary goal of every service is to ensure that you are 100% confident in all the decisions made about your practice so that you have absolutely no regrets when all is said and done.

Our specific Acquisition & Legacy Services are listed below. (For Business Valuations - please see our Assessment Services).

Acquisition & Succession Consulting

Acquisition & Succession Consulting

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Navigating the complexity of succession planning issues can be a challenge. In addition to price, there are many more factors to consider when buying, selling, merging, or transitioning a practice. Our experts know exactly what steps to take to ensure a successful deal for all parties involved. Our Consulting service can provide you with guidance and support for all aspects of your transition.

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Turnkey Continuity Planning

Turnkey Continuity Planning

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 Recent studies show that as few as 17% of financial advisors have an actionable succession plan, and fewer than half have a continuity plan to protect their heirs in the event of their death or disability.

Given that one's financial planning practice is likely his/her largest financial asset, why would they not have a protection plan in place?

According to attorneys who work with business owners on succession planning, the five biggest obstacles are:

• Procrastination - finding the time to plan
• Failure to obtain the proper valuation of the business
• Failure to identify the succession team
• Failure to integrate the business succession with the estate plan
• Failure to plan for the 4 D's: Death, Disability, Divorce, or Departure

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Advisor Legacy Practice Sales

Advisor Legacy Practice Sales

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For most successful advisors, leaving a legacy is the most important aspect when selling their practice. While price and terms are important, the fit between buyer and seller is the paramount consideration. Advisor Legacy (http://www.advisorlegacy.com), a web application by Key Management Group, provides a comprehensive platform to find the best match between the buyers and sellers of financial advisory practices.

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