Buy a Financial Advisor Practice

Complimentary Consultation


Buying a Financial
Advisor Practice


Complimentary Consultation
 

Are you interested in buying a wealth management or financial advisor book of business? One of the best ways to expand your business is by acquiring another practice.

Are you interested in buying a wealth management or financial advisor book of business? One of the best ways to expand your business is by acquiring another practice.

Through our Purchase Practice Network (PPN), AdvisorLaw connects trustworthy buyers with vetted sellers across the country. We provide acquisition financing options and will oversee your transaction through completion.

AdvisorLaw does not charge buyers to join our PPN network or to be introduced to our sellers. Upon successful completion of the transaction, we charge a finder’s fee to the buying party.

Join Our Buyer Network

Due Diligence Reporting

Acquiring a practice requires real capital to be invested, and it can be a competitive process. In any transaction, a buyer should have the comfort of knowing what they’re getting before committing to pay for it.

AdvisorLaw’s attorneys and M&A experts will conduct due diligence investigations and compile a report to help identify any risks associated with your target acquisition.

Our due diligence investigations and reporting cover the following:

  • Financials
  • Compliance
  • Contracts & Agreements
  • Product History / Alternative Investments
  • Litigation Threats
  • Personnel Review
  • SWOT Analysis

Merging two or more
advisory firms together?



Need financing to acquire a wealth management practice?


Buyer Network

If you’d like to learn more about joining our network of buyers, give us a call today at (303) 952-4025, or simply complete the form below for a complimentary consultation.