Practice Purchase Network

Exclusive Acquisition Solutions



Practice Purchase Network

Exclusive Acquisition Solutions

 

AdvisorLaw’s Practice Purchase Network (PPN) is a nationwide network of vetted financial advisor and wealth management firms that are in the marketplace to buy, sell, or merge practices. 

AdvisorLaw’s Practice Purchase Network (PPN) is a nationwide network of vetted financial advisor and wealth management firms that are in the marketplace to buy, sell, or merge practices. We confidentially make the introductions and then oversee the entire process.

Selling an RIA

Chances are high that your book of business is one of your largest assets. You’ve worked hard for many years and forged lifelong relationships with your clients to be in this position. You deserve to be confident in knowing that your exit strategy will ensure that your clients will be taken care of, while providing you with optimal financial value.

AdvisorLaw is a one-stop-shop solution for those looking to sell, with complimentary practice valuations, buyer sourcing, contract drafting, and more.

We can help you find the right match through our network of buyers who will aggressively seek to secure a deal that meets your demands. We will manage your transaction from start to finish.

If you’d like to get started, give us a call today at (303) 952-4025, or simply complete the form below for a complimentary consultation.

Join Our Seller Network

Buying a Practice

  • Practice Purchase Network
  • Partner Sourcing
  • Buy/Sell Contracts
  • Financing
  • Legal Consulting & More!

Are you interested in acquiring a wealth management or financial advisory firm? 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.


Looking for an in-depth valuation of your practice?

Our complimentary valuation report is customized to value wealth management practices:



Join our Practice Purchase Network (PPN) mailing list to stay up-to-date on best practices in the acquisition space.

SUBSCRIBE!

Once you join our buyer network, you’ll be exposed to our list of handpicked sellers who match your needs. We ask only that you take a few minutes to complete our questionnaire so that we can better understand your acquisition preferences. When we have an opportunity that appears to be a good target, we will confidentially introduce you to the seller.

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.

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

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

Join Our Buyer Network


Seller Network

To join our PPN Seller Network, please fill out the form below for a complimentary consultation: 


    Buyer Network

    To join our PPN Buyer Network, please fill out the form below for a complimentary consultation: 

      How many clients do you intend to bring on?

      What quantity of assets are you targeting?

      What is the annual gross production of assets you are targeting?

      Do you have financing lined up to make a purchase?

      Do you have a formalized succession plan in place?