• 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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    Practice sale prices and the step by step process for selling

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Testimonials

Finding an acquisition is difficult, transacting is another challenge again, the transaction terms, tax and legal entity considerations are complex for both the buyer and the seller. I’ve seen 4 separate lawyers, 3 accountants and my 10 minutes with Chris on the phone was better than the countless…
Michael PatmanDirectorPatman Planning Group
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