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Financial Practice Sales and Financial Practice Valuation
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About our Services
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Sell a Financial Practice
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Financial Practice Valuation
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Sell A Practice
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Your Name:
Company:
E-mail:
Phone:
Address:
Address 2:
City:
State:
Zip:
Please enter information about your paractice:
Professional Registration
& Licensing:
RIA
RIA Representative
Registered Representative
Insurance Professional
Other (describe below)
Type of Practice:
Fee-Only
Fee & Commission
Commission Only
Other (describe below)
Years in Business:
Assets Under Management:
Assets Under Advisory:
Annual Revenue:
Recurring Revenue:
Non-Recurring Revenue:
Est. Overhead Expense %:
No. of Employees:
Reasons for Sale:
Retirement
Career Change
Unplanned Change
Burnt-Out
Other (describe below)
Partial Book Sale:
Yes /
No
Targeted Selling Price:
Targeted Down Payment %:
Additional Objectives:
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