Buy A Financial Advisor Practice Access

: Payments contingent on future revenue or client retention, typically lasting 3 to 7 years . Critical Due Diligence

Success depends on looking "under the hood" to ensure the practice is sustainable: buy a financial advisor practice

: Validate gross and recurring revenue by reconciling fee reports with bank statements. : Payments contingent on future revenue or client

: Review the firm's SEC Form ADV , historical audit results, and any pending litigation. historical audit results

While every deal is unique, most financial advisory practices currently sell for between . Key factors that drive these multiples include: