Hire & Acquire

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We provide matchmaking, advisory and turnkey services to firms seeking to hire and/or acquire through our tailored membership services.

Acquire a financial practice

  • We match sellers and provide turnkey advisory to our qualified members
  • Consultative approach with currently 3:1 buyer to seller ratio
  • Monthly webcasts, whitepapers and articles on M&A best practices  

Merger acquisition

  • Buy business, make down payment, merge into yours, integrate new clients
  • Keep seller advisor employed for a couple of years and maximize retention
  • When advisor retires the note kicks in

Partial book acquisition

  • Buy portions of an advisor’s assets and client base
  • Create buy out schedule in book increments
  • Variety of types and size books available