Buying an RIA firm or the book of business of an independent financial advisor is a big step. You have likely invested a lot of time searching for the right match and you are about to make a major financial and resource investment as well. Given the stakes involved for you, your clients, and your team what should you do to ensure the deal is a success?
Company Update: As I mentioned in the video above, there's some new marketing copy on the Truelytics home page that I found really insightful. The notion of "Transforming the Way The Wealth Management Industry Discovers Opportunity" really helps to crystalize what it is we are doing together.
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Are You a Qualified Buyer? - We often hear that there are 50 - 80 buyers to every potential seller in our space. However, as we drill down... we see that very few would-be buyers are actually qualified buyers. Carla McCabe walks you through what it takes to ensure you present yourself and your business as the best-qualified buyer to your ideal acquisition target.
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