Not every book of business is worth what the seller thinks it is. Knowing how to look beneath the surface before you sign anything is the difference between a smart acquisition and a costly lesson.
Most advisors assume financing an acquisition is straightforward. Lenders see it very differently, and understanding that gap before you sit down with a bank changes everything about how you prepare.
Two practices can look perfect on paper and fall apart the moment they try to operate together. Before you talk price, you need to talk fit.
How to Buy a Financial Advisory Practice: What Nobody Tells You Before the Deal Publish Date: June 16, 2026 Brian S. Hoffman, CRPC®- CEPA® Buying
