are unique when it comes to transitioning ownership.
They are more than just a revenue generating operation, they are the relationships and trust built amongst a community. Financial advisory professionals hold their clients’ futures.
When it comes to the brokerage of these specialized businesses, extreme care must be taken to determine accurate value, follow industry regulations, and ensure the protection of clients and assets.
Understanding your options in today’s M&A marketplace. Get Started!
We have joined forces with the value, enterprise, and M&A experts at FP Transitions to tap into the industry’s largest and most trusted open marketplace for buyers and sellers of financial services businesses.
