SEATTLE -- Finding the right "fit," is the single most important factor in successfully buying or selling a financial planning practice, says a consultant who works with planners looking for a deal.

"Fit is everything," says Brad Bueermann, CEO of FP Transitions of Lake Oswego, Ore., while speaking at the FPA's annual conference. "The buyer and seller should have similar philosophies and a similar approach. That's the number-one concern."

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access