Sell Your Practice
To begin the process:

Please complete the contact and practice information form below as completely as possible and submit it to our offices. We'll normally respond to your submission immediately.


CONFIDENTIAL
Name: Company:
Email: Phone:
Address 1: Address 2:
City: State: Zip:


Professional Registration: RIA
RIA Representative
Registered Representative
Insurance Professional
Other (describe below)

Type of Practice: Fee-Only
Fee & Commission
Commission Only
Other (describe below)

Reasons for Sale: Retirement
Career Change
Unplanned Change
Burnt-Out
Other (describe below)

How Did You Learn About Us: Internet (describe below)
Referral (describe below)
Other (describe below)

Years in Business:
Assets Under Mgmt:
Assets Under Advisory:
Annual Revenue:
Recurring Revenue:
Non-Recurring Revenue:
Est. Overhead Expense %:
No. of Employees:
Partial Book Sale: Yes No
Targeted Selling Price:
Additional Objectives:

 

Your email address is safe and private:
We respect your privacy. We do not and will not sell, rent or give away my email list to anyone. Not now, not ever, not for any reason. We also do not send unsolicited email. Periodically you'll also receive information regards to Tips, Strategies, or services offered and special announcements. All email messages you receive from us will always have a link at the very bottom to unsubscribe if you choose.