Even Financial Advisors Should Maximize the Sale of Their Business
You've helped tons of clients retire and sell their businesses, and now it may be time to take a dose of your own medicine.
140
Years Experience
35+
Private Equity & Purchasing Firms
100
Practices Represented
$1B+
All In Offers to Advisors
Just Imagine.
Most advisors believe that they've done well if they can sell their book for 2-3X recurring revenue. We understand as that's been the reality for the past 20 years. However, we are in different times today, and imagine being able to get 5x, 6x, or higher for your practice. Imagine not having to hunt down buyers. Imagine not having to worry about them getting funding or an advisor defaulting on you. And imagine the ability to take chips off the table, derisk your business, and continue to work as long as you'd like.