: 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:
While every deal is unique, most financial advisory practices currently sell for between . Key factors that drive these multiples include: buy a financial advisor practice
: Recurring fee-based revenue is valued much higher than one-time commission revenue.
Lenders typically base their decisions on future cash flow rather than tangible assets: : Payments contingent on future revenue or client
: Review the firm's SEC Form ADV , historical audit results, and any pending litigation.
: Ensure the technology stack (CRM, portfolio management) is compatible with your current systems to avoid costly migrations. Financing Your Acquisition Lenders typically base their decisions on future cash
: A popular choice offering up to 10-year repayment terms and flexible collateral requirements.