Acquire ?: a Financial Services Firm

As a younger advisor with the determination to grow your firm, you may feel that “traditional methods” of referrals and seminars are slow and outmoded. We believe that acquisition is a viable growth option for many advisors. Acquisitions deliver large increments of new clients, add new cash-flow, and create a broader foundation for your practice.  

BUT – it is not without risk. Not everyone is suited to buying and transitioning assets. Debt loads have to be understood. The buyer has to have the energy to execute the acquisition process.  

This book takes you through the steps required to acquire a book of business, from self-analysis to contract close.  It is designed to provoke you to think beyond the outcome, and to consider the process you will undertake, including assessment of risk.