Aug 9, 2017
There are many reasons that advisors might think about selling their practice, and just as many reasons that others might be interested in buying it. In this episode, we’re talking to David Grau Sr., the President and Founder of FP Transitions, about how to buy or sell a practice. Listen as we discuss the acquisition marketplace, how to prepare to buy or sell, who you might want to sell to, and what success looks like from a buyer and a seller’s perspective.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/the-advisors-guide-to-buying-or-selling-a-practice/.