Turnkey Deal Support Service
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Buying or selling a financial planning practice is one of the biggest transactions that one can make. Mistakes can be extremely costly, and all too often, the terms agreed upon have loopholes and shortcomings, leaving one or both parties vulnerable. Our professional team of experts is here to assist both parties in completing a fair and equitable arrangement. This package includes all steps from assessing the value of the practice, negotiating the deal, forming a transition plan, writing a legal agreement, and providing expertise and guidance along the way. Both parties will walk away with the peace of mind to know the deal was handled correctly.