Back

Free Site registration

Sign up today and gain full instant access to member-only content

  • Earn CE Credits

  • Access our Discussion Boards

  • E-Newsletters - Retirement Planning, Wealth Advisor

  • Attend Coaching Sessions and Web Seminars, Podcasts and more

Six Things Advisors, Firms Need to Know Before Making Any Acquisition

By Steve Garmhausen
August 23, 2011

More than half of fee-based financial advisors plan to sell their businesses prior to retirement, according to Tiburon Strategic Advisors, in Tiburon, Calif. That means there is ample opportunity for other firms to quickly add scale through acquisitions.

Here's an interactive slideshow detailing six things every advisor and firm needs to know before investing the time, money and effort required to complete a successful acquisition.

Is it time for you or your firm to take the plunge and start making the right acquisitions you'll need to grow into the future?

 

 

Advertisement