Are You Considering an End Game Strategy? (Seller)
Are You Considering Growing the Business Externally? (Buyer)
♦ When should you start planning your strategy?
♦ Can you find a buyer who fits your business style?
♦ What role will your firm play in the process?
♦ What kind of a value does your book have?
♦ How will your clients react and how will your staff fit in?
♦ Do you have to move to find the right buyer?
♦ What are the risks in buying versus building?
♦ Where will you find a seller who shares your investment values?
♦ If the selller is retiring, how old are his / her clients?
♦ Will your firm finance the acquisitions?
♦ How much should you pay for a book and will you have to hire more staff?
♦ Do you have to move to find the right seller?
We offer you
♦ The demographics of the current marketplace
♦ What buy / sell hazards to be aware of and total due diligence on the buyer, the seller AND the book
♦ How to dispassionately assess the opportunity
♦ How to assess fair and proper pricing in a sellers market
♦ How to profile you and your offer as first choice