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Find owners and brokers who are interested in buying or selling a financial planner business.

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Is Buying A Financial Planning Practice A Good Way To Start As A ...

Mar 25, 2013 ... As the financial planning profession matures, there is a growing interest ... While the first group is often trying to buy revenue (to gain business ...

Financial Planning Practices for Sale or Wanted. - Tools for Money

Would you like to transition or sell your financial planning business to a independent, family of advisors that will care as much about your clients as you do?

Young Advisers Build Business Quickly via Acquisitions - WSJ

Mar 4, 2014 ... As a result, younger advisers looking to enter the business, or to quickly ... for his certified financial planner designation at the University of Georgia. ... now has 41 advisers listing practices for sale and 1,200 registered buyers ...

Financial Businesses For Sale | Buy Financial Businesses at BizQuest

Whether you are looking to buy a Financial business for sale or sell your .... Highly established law firm specializing in Estate Planning, Asset Protection, ...

Investment Managers For Sale - MergerNetwork

Finance & Insurance Businesses For Sale ... Industry: Finance & Insurance // Investment Managers ... Mutual Fund Financial Planning Firm $14MM AUM.

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RIA Match | Succession Planning, Growth and NextGen Solutions

Buy, sell, merge, join, partner, add advisors to your practice. ... Practice Made Perfect - The Discipline of Business Management for Financial Advisers ...

Financial Businesses for sale in All Countries, buy a Financial ...

Search BusinessesForSale.com's 320 Financial Businesses available in over 80 ... Showing 1 - 10 of 320 Financial Businesses for sale .... The company is FCA Authorised with permissions to operate as follows: - Advising on investments ...

The New Challenge for the Next Generation of Financial Planners

Apr 15, 2014 ... In the early days of financial planning, most "advisors" were insurance ... to transition clients—and potentially the business model itself—from being ... early years of financial planning it served as an enhancement to the sale of ...

Advisors: What Your Firm is Worth - Financial Planning

Dec 17, 2013 ... Whether you are planning to sell your business to an outside party, thinking of implementing an internal succession plan to transfer ownership ...

Buy or sell a financial planning business | LinkedIn

Jan 22, 2013 ... A professional group for individuals, businesses and industry professionals interested in buying and selling financial planning businesses.

Financial Businesses for Sale, Financial Planning Businesses for ...

Listings 1 - 50 of 506 ... Financial Businesses for Sale, Financial Planning Businesses for Sale & Financial Services Business for Sale - Buy Sell Financial Biz for ...

The True Costs of Starting Your Own Financial Planning Firm

Feb 21, 2012 ... Last year, I embarked on one of the most exciting business transitions ... would love a look behind the scenes of starting a financial planning business. ... That was my price for having the company name behind me, back office ...

Financial Planner Business for Sale


People who are interested in buying a financial planner business for sale will have many important decisions to make, such as their preferred home base location, the amount of capital to invest and whether to buy a franchise or an independent business. Prospective financial planner company owners should also investigate how much competition is in their desired area first. Having an established competitor close by can hurt your profit margin.

When you are ready to sell, financial planner business operations can be listed online. Use a website that will allow you to discuss the attributes of the business you intend to sell.

Before they buy, financial planner business hopefuls must be ready to put in a lot of time, money and effort. It is important to make sure the business you are interested in is right for your needs. There are several things to consider first:

1. The expenses you will incur, such as purchasing fees, marketing costs, royalties and inventory;

2. Whether a franchised financial planner business for sale has a recognized and respected name or brand;

3. The number of employees you will need to hire and train;

4. If you will utilize a business broker to help with the transaction.

Purchase a business from a franchisor that offers financial planner business sales

Investing in a franchise offers several advantages over starting up a new financial planning business. An existing business already has a name and brand that is established, a tested business plan that has been shown to work and ongoing support from the franchisor. The company that started the franchise will have put a lot of time, thought and hard work into starting the business, and you will be able to benefit from their efforts.

Buy an independent financial planner business for sale

You can find a privately owned finance related business that is available for purchase by searching online. Look through the listings to find a business that you are interested in buying anywhere in the United States, or internationally.

Request guidance from a business broker who has experience with financial planner business sales

As you get ready to make a purchase, financial planner business brokers will help guide you through the process. Turn to them for guidance, financial consulting and business valuation services. They will also help you with due diligence procedures and all the other details that you must attend to while taking over an existing business.

Advertise a financial planner business opportunity you have for sale

People who currently own a financial planning business may decide to sell for various personal or business reasons. Whether you are interested in selling your company so you may retire, intend to move away or want to change vocations, you can find a buyer for your company online. There are websites that will act as a financial planner business brokerage and assist you in tracking down someone who is eager to purchase your establishment.
  • Contact the Better Business Bureau for important data and information about the financial planner business for sale that you are considering.
  • Find out whether financial franchises are regulated by your state government, and if so, in what areas.
  • Hire a certified public accountant to investigate the financial history and background of any company you want to purchase. Ask them to list all of the expenses that you will have on a monthly basis and help you to understand your potential annual earnings.

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