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(More customer reviews)Mary has done an excellent job presenting some of the do's and dont's of acquiring financial planning and insurance practices. This is an easily bungled acquisition and she has broken it down to best practices and limiting potential disaster. Excellent "how to" read.
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More than 50% of today's financial advisors will be ready to transition out of their practice in the next 10 to 15 years. We are on the cusp of the largest transfer of advisory practices in history -- and that presents abundant opportunities for buyers who are ready and able to seal the deal. In Buy It!, author Mary Sterk walks you through the complex process of acquiring a new book of financial services business, from finding the right opportunity all the way through to establishing great relationships with your newly acquired clients. Sterk has successfully completed multiple acquisitions of her own and shares her secrets for a successful transition. You'll find answers to important questions such as: -- Where do I find a practice to buy? -- How do I value a financial services business? -- How should I write the contract? -- What have businesses sold for in the past? -- How do I communicate changes to clients? -- How many clients will stay with me after the sale? If you've been wanting to expand your financial services practice, the time has never been better to look at acquisitions. Buy It! shows you the way.
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