Hiring & Acquiring

About 30% of financial advisors are reaching retirement age over the next ten years and right now about 70% of them don’t have a succession plan or successor. Growth minded advisors know this is an unprecedented opportunity to implement successful inorganic growth strategies. But how do buyers take full advantage of the pending tidal wave of available practices for sale? Call Advisorbox.

Most every advisor it seems wants to acquire a quality practice, especially one located in their backyard. Unfortunately, for eager acquirers, the tidal wave of sellers hasn’t hit yet. Currently, it is a sellers market and competition for quality practices for sale is fierce.

On your own, or partnered with the wrong firm or broker dealer, the challenge can be daunting. We help buyers maximize the acquisition support you receive from your BD or custodian, provide introductions to sellers we feel you would be a strong match for, and even help you figure out how much financing you prequalify for and then help you secure the acquisition loan.

Learn more about our free Buyer List and the qualifications required.