Practice sales are huge transactions for both the buyer and the seller. Mistakes can be extremely costly, and 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. 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. We also offer two levels of service, depending on how much support you need, with clear, upfront pricing.

Both parties will have access to the same information with the objective of structuring a transparent win-win deal that inspires confidence from both sides. When both parties work together, the clients benefit from a smooth transition and practices typically see lower attrition.

With over a 150 years of combined experience providing M&A support to financial advisors, we have developed and honed a streamlined process for getting you from start to finish. From securing a business valuation to negotiating the deal and transitioning the practice, we help you successfuly get the deal across the finish line.