Mergers & Transitions

Complimentary Consultation

Mergers & Transitions

Complimentary Consultation


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 and managing the execution of all agreements pertaining to the transaction.

This includes:

  • 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.

To schedule a consultation, please fill out the form below:

Mergers & Transitions Contact Form

Need financing to fund
your acquisition?

We offer contract preparation for both buyers and sellers.

Interested in buying a financial book of business?