Merging two or more businesses together can open up a wealth of opportunities for financial advisors.
Whether you're merging a small firm into a large firm, young into old, or a group into a single firm, our team of attorneys can protect those going through a merger or acquisition by drafting, managing, and consulting in the execution of all agreements pertaining to the transaction.
- Partner Sourcing
- Buy-Sell Agreements
- Operating Agreements
- Partnership Agreements
- Noncompete Agreements
Learn more about AdvisorLaw's nationwide network of trustworthy buyers with vetted sellers.
We also offer contract drafting, acquisition lending, complimentary business valuations, and more, all in-house.
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