Quick Online Assessment

Quick Online Assessment


Our online practice assessment was designed for advisors who are interested in exploring our services but don't know where to begin. This assessment requires less than 20 minutes and is meant to provide a high-level overview of the advisor's practice to identify strength and weaknesses. The KMG team will then make recommendations to help you determine if our services are right for your business.

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Service Overview

Financial advisors who use third-parties to help negotiate their deal terms usually report higher satisfaction with the end result. Our team has handled hundreds of practice sales, and we provide insight, structure, and best practices to one of the most important transactions you can make.

Get help from our team of professionals including:

•A Business Analyst who will conduct a valuation of the practice
•An M&A Expert who will help negotiate the deal terms
•An Executive Coach who will help construct a transition plan
•A Business Attorney who will draft an enforceable agreement between parties
•Our financing partners, if needed

Key Areas Addressed

  • Continuity & Legacy Planning

Cost of This Service


Cost: $7,995

The transaction is billed in two parts: a) 50% down payment to begin the Valuation and the terms negotiations process. Once the deal terms have been decided: b) 50% remainder prior to the engagement of the attorney. In the event the deal does not go through, the second half of the transaction can be cancelled; but the first down payment is non-refundable.