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  Financial Practice M&A Tips                  December 14, 2010

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Greetings!  


We hope you are having a wonderful holiday season.  If you haven't already done so, this is a great time of you to sit down, set goals for 2011, reflect on 2010, and make sure you are on the path to success.  Throughout this process,  keep us in mind. We offer many resources to help our advisor clients transition to independent broker dealers or to implement changes to their practices to increase the value during the business's lifecycle and on the advisor's transition or sale of his or her practice. 

  

In this edition of our newsletter, we have included on article on 10 things to know when you are selling a financial advisory practice.  We are also introducing the Seck & DeFoor Market Place where we will list financial advisory practices that are for sale.   You can find other valuable resources at our site at www.seckdefoor.com.

 

Happy Holidays! Here's to a successful 2011!

  


Sheila L. Seck, JD, MBASheila Seck Photomd4 signatureMD4

Seck & DeFoor Launches: Market Place

At Seck & DeFoor we work to bring financial practice buyers and sellers together.  In order to better serve our clients, we have created the Market Place where we will post information about practices that are for sale.  This will be a major benefit to both buyers and sellers in that it will create a first step for interested parties in beginning the process of buying or selling a financial practice. 
                                                                                                     Take a look...
10 Things to Know When Selling Your Financial Advisory Practice

 
Most financial advisors have not been involved with the purchase or sale of a business in their careers.  The transation process can be challenging and scary.  The creation of the "financial planning" industry in the late...

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The information you obtain from this newsletter, email or website is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail, but merely contacting us does not create an attorney-client relationship.  Please do not send any confidential information to us until such time as an attorney-client relationship has been established.