• Variance in Selling Financial Planning Practice

    Variance in multiples paid for planning practices

    There is significant variance in multiples paid and transaction terms for planning practices and client books.

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    Buying a Business

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    Free eBook on Selling a Practice

    Practice sale prices and the step by step process for selling

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Practice sale prices the step by step process for selling

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Testimonials

We spent two years trying to sell our business unsuccessfully with the assistance of our dealer group. We then engaged Chris Wrightson and received five offers in writing with price and terms well above what we had been offered previously. We thought we would have sold the business within 4 months …
Bob and Vivienne LentellLentell and Lentell Financial Services
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