Episode 34 : 08/09/2017

The advisor’s guide to buying or selling a practice

BCBO Buy Sell Practice Banner

David Grau, Sr.

President and Founder
FP Transitions

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Emily Larsen
Product Strategy Manager
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

The advisor’s guide to buying or selling a practice

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.

In this episode:

  • What the marketplace is like for buying and selling advising practices
  • Why there are more buyers than sellers
  • How to assemble a team to help you through the process
  • Practice valuation and finding a buyer
  • How to be a qualified buyer
  • What it looks like when the buyer and seller get it right

 

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