home page  Home | About Us | Links | Contact Us
 

Financial Practice Sales and Financial Practice Valuation

  Contact Us Now !

         
  Your Name:   Company:  
  E-mail:   Phone:  
  Address:   Address 2:  
  City:   State: Zip:
 

Information about your practice:

 
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:
 

Information About Practices you are Targeting

 
Regions:
All Regions
 
Northeast
 
Mid-Atlantic
 
Southeast
 
Midwest
 
Rocky Mountain
 
Pacific Northwest
 
West Coast
 
Southwest
 
Other (describe below)
 
   
Practice Type:
Fee Only
 
Fee & Commission
 
Commission Only
 
Other (describe below)
 
 
  Minimum Maximum
Assets
Under Management:
     
Assets
Under Advisory:
     
Annual Revenue:
     
Recurring Revenue:
     
Selling Price:
     
Down Payment %:  
 
Partial Books Okay?:
Yes / No
   
Additional Objectives:
 
 
   
 

Home | About Us| Site Map | Contact Us

Copyright © 2008 Financial Practice for Sale LLC