Mar 25, 2013 ... Kitces.com provides advanced financial planning content created by ... to exit the business by listing it for sale, for fear of how clients and/or staff ... more »
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Became a partner at PKF (now BDO) and ran the financial planning business ( PKF Financial Services) from 1995 to 2007 whereupon I managed the sale of the ... more »
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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? more »
Sep 5, 2012 ... He says that as a response to the Madoff scandal, the Financial Industry ... "That creates a huge business opportunity for people like me.”. more »
Starting and running a financial planning business is a challenging process. Selling it when you're ready to retire or move on to a new venture can be a ... more »
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ethical financial planner. To locate a CERTIFIED FINANCIAL PLANNER™ ... If you're like most small business owners, your personal life and business life are ..... sell for i… more »
One way to grow a financial planning business is to buy an existing one. This can be tricky because not all financial planners have the same strategies, backgrounds and objectives. If the new business owner does not have the same philosophies as the original owner, he may very quickly find that he has lost most of the customers he paid to have.
The best way to avoid this is to spend some time getting to know the financial planner business for sale. Understand how the business works, why the customers are happy there. If you find the match is compatible, the transactions should go smoothly and you will find yourself the proud owner of a successful business. If the differences are to vast to bridge, it may be better to look for another opportunity.
Finding a financial planner business for sale is the starting point. From there you can get worry about whether or not your business practices are compatible. Look to the resources at Business.com when you are ready to start shopping for a financial planning business to buy. Their resources can put you in touch with financial business owners who are ready to talk to you today.
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