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  Financial Practice M&A Tips                  January 20, 2011

 
Understand The Value of Your Practice:
Do you ever wonder about the value of your practice? For your FREE practice valuation, click on the   link below:

 


Contact Us! 

To learn more or to talk in confidence with one of our principles, contact us:

 

Office: 913.232.2290
Toll Free: 800.976.2920

 

Sheila Seck
Mark DeFoor

How Can We Help?

1. Attract the right talent to your practice.

2. Plan a successful exit.

3. Assist in structuring and negotiating deals between buyers and sellers.

3. Find the right place to transition to grow your practice and better serve your clients.

4. Grow your practice in new locations or in your current location.

5.  You can look for buyers and sellers or list your practice at the Marketplace at www.seckdefoor.com.


Quick Links

Greetings!  

 

We are at the beginning of a new year, and now is the time to evaluate your practice and to implement the goals you have established for this year.  We offer many resources to help financial advisors transition to independent broker dealers and RIAs 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. 

 

If you don't have a succession plan in place, now is the time to consider your options.  There are many ways to customize an exit strategy to meet an advisor's needs while doing the right thing for an advisor's clients.  Find out more by reading the article below and at www.seckdefoor.com.

 

Here's to your continued success in 2011!

  

Sheila Seck Photomd4 signatureMD4Sheila L. Seck, JD, MBA

Succession Planning for Financial Advisors: How to StayFIT(c)

A recent study evaluating current trends in financial advisory practices shows that over half of financial advisors intend to leave their practices in the next few years.1   Established financial advisors have often worked many years to develop a successful financial advisory practice and should understand that their practice is one of the their most valuable assets. Transitioning an advisor's book of business and getting fair compensation for it should be a key part of every financial advisor's retirement planning.  ..

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Should You Add An Accounting Practice to Your Financial Advisory Practice?

 
 
No doubt, the services your advisory practice offers today has evolved from a traditional transactional practice to an advisory practice as your clients investment requirements became more complex.  As you build a relationship of trust with your clients, your clients rely on you to refer other professional service providers...

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