How to finance an Acquisition and Industry Trends (KMG and Live Oak Bank)

Tuesday, March 22, 2018

1:00pm Eastern Standard Time

In this joint webinar - hear from industry experts at Live Oak Bank and Key Management Group about acquisition trends and best practices. Live Oak Bank specialized in small business loans for financial advisors and KMG handles hundreds of practice transitions between buyers and sellers.

10 Steps to Follow Before You Buy a Practice

Tuesday, March 27, 2018

1:00pm Eastern Standard Time

Todd Doherty, Legacy Planning Expert, will provide detailed step-by-step instructions on how to prepare yourself for an acquisition. He will cover the best ways to prepare yourself and your practice before buying another advisor's book of business.

Protecting the Value of your Practice - Continuity Planning

Wednesday, March 28, 2018

1:00pm Eastern Standard Time

Only about one-third of advisors have taken the steps necessary to plan for a sudden departure from their practice. In this webinar, we review the main obstacles that prevent advisors from creating an enforceable continuity plan. We will also explain two easy turnkey solutions offered exclusively by Key Management Group in collaboration with our partner attorneys, and the Ameriprise Home Office. One of our solutions can protect your practice even if you do not know who your successor will be.

Common Mistakes Made When Selling a Practice

Thursday, March 29, 2018

1:00pm Eastern Standard Time

Selling a practice is one the most import financial, emotional, and life-changing decisions that an advisor can make in their career. A bad deal can have serious consequences for you, your buyer, your clients, and your beneficiaries for years to come. Learn about the most common mistakes made and how to avoid them.

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.