Buying or selling a financial planning business, it’s always a challenge

Whether it’s the purchase or sale of a financial planning business, the success of the transaction hinges on several critical areas. 

The aging of the population – including financial advisers and the broader community – is well documented; and the challenges are significant to ensure that the future is bright and indeed prosperous for everyone.

In recent years we have often been asked to assist a buyer or seller of a financial planning business to navigate their way through the process of a purchase or sale, which often feels like a journey through a maze – with various twists, turns and options. We have assisted in a number of ways, from helping with due diligence, to simply providing external input to help separate the wood from the trees.

There are many emotions that come into play and it’s important for a clear head to prevail in all circumstances. Whether you’re a potential buyer or seller, we hope the following pointers give you some food for thought now or in the future. This list is by no means exhaustive, but touches on some key areas we have found to be critical in this complex area.

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Buying or selling a financial planning business, it’s always a challenge:

For additional information regarding Florida business sales, acquisitions and valuations, please contact Eric J. Gall at info@buysellflbiz.com or 239.738.6227. Also, visit our Florida Business Exchange website at www.fbxbrokers.com and my personal website at www.buysellflbiz.com.