Are you planning to expand your financial advisory practice by acquiring another one? Then don't miss this insightful presentation with Michelle Atlas-Quinn, J.D., and Matt Durr, E.A., from AdvisorLaw, as they walked us through the essential steps you need to take during the due diligence process. Participants learned how to assess the compatibility of the target practice, review financials, analyze the client base, develop a comprehensive transition plan, conduct a thorough valuation, and more! Insights from these industry experts can ensure a successful acquisition and a smooth integration.
06.29.2023 - Practice Purchase
A Great Checklist for Buying a Financial Planner Practice
Presented by Michelle Atlas-Quinn, J.D. and Matt Durr, E.A.