AdvisorLaw’s infrastructure and service menu uniquely position us to manage all aspects of an acquisition or transaction in-house — eliminating the need to hire multiple firms.
- buyer, seller, merger, & transition sourcing and vetting
- no-charge practice valuations
- providing acquisition financing options
- buyer due diligence reporting
- drafting of purchase agreements, non-competes, closing documents, etc.
- deal negotiation
- succession & business continuity planning
Completing these processes is an immense undertaking, to say the least. That’s why it’s so important to have an M&A team behind you that understands both business law and tax and securities rules and regulations.
We started as a company providing counsel and expungement services exclusively to financial advisors and wealth managers. We’ve grown to become the trusted source for all things M&A, as well. When making one of the most important decisions for your business, trust your livelihood with the best.
Interested in a complimentary consultation?
Looking for acquisition financing options?
AdvisorLaw can help!
Ready to acquire or sell a financial practice? Join our nationwide network of vetted buyers and sellers!
Interested in a complimentary business valuation?