Looking for a needle in a haystack?
It can be a challenge to find the right acquisition opportunity. It needs to be the right: size, location, business model, and cultural fit.
Some words from previous acquirers:
“Finding a practice for sale is a challenge; finding a seller who is committed to selling now is a significant challenge!”
“Getting the right type of information from a seller about their business is almost as big a challenge as finding a committed seller.”
“Sellers that understand what is required to sell the value of their business to someone they don’t know are few and far between.”
Access The Hidden 80%
Registering your interest with us gives you access to more acquisition opportunities than you might otherwise see. With 50% of practice sales never making it to a traditional broker site, you must have someone who can introduce you at an early stage to deals that align with your acquisition strategy.
Highly Professional Approach
With 50 years of combined financial planning advice, acquisition, and management experience, we know the requirements and imperatives for a smooth acquisition. Our approach is professional and methodical. We will not waste your time. It’s the reason we’re trusted by some of the biggest names in the banking industry when they need help with the acquisition or divestment of financial advice businesses.
Honesty and Integrity
When you’re managing an acquisition, finding a vendor is just the first step. You need to be sure that your vendor is committed to a sale now and that you can get high-quality information and data about the business. We thoroughly prepare our vendor clients who come to us and are proactive in meeting the due diligence requirements of professional acquirers.