• 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

    If a Practice that meets your needs comes up for sale, we will contact you directly.

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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

Chris has provided us with succession planning, sale and acquisition services and has generated significant shareholder value that we might otherwise not have achieved. And he reduced risk in the process! As a larger business we knew we needed assistance. We knew we didn’t have all the knowledge r…
Gareth HallPartner Lifestyle Financial Services
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