The Succession Company
Acquisition Secrets in Today's Marketplace


Acquire Practices Now
 Learn More about Acquisition SecretsPodcast
The fastest way to grow your business is through an acquisition, and with more than half of this industry now over age 50, the opportunity is at hand. FP Transitions has worked with thousands of successful buyers over the past decade and has distilled the secrets of acquisition success into a detailed course curriculum designed to help advisors master the intricacies of buying a financial services practice.

  1. Acquisition Strategies – Where to find sellers and how to determine fair market value

  2. Deal Mechanics – How to structure the deal and control risk

  3. Tax Strategies – Learn how to write off the entire purchase price

  4. Closing the Deal – How to retain clients and assets for the long term

This unique series of 12 fast-paced, 60-minute live sessions (Instruction + Q&A) will provide participants with access to cutting edge, unbiased tools and strategies from the experts in the field of financial advisory M&A activity.

Participants will receive an increased Buyer Rating of 4 points upon completion of the webinar series, plus advance notification of new seller listings, and a “Certified Buyer” designation. These benefits are instrumental in helping you stand out from the crowd when inquiring to sellers.  If you are serious about acquiring a financial services practice, the material in this series is essential to your success.  Now is the time to move your practice to the next level.

For just $275, participants will receive the complete 12-month series.  Join any time!

To sign up, please click here or call us at 800.934.3303.

Click here to download the course schedule and printer friendly pdf.

 

Acquire Practices Now

Course Curriculum

Session 1

Preparing Yourself for Rapid Growth

Session 2

Strategies for Finding Sellers

Session 3

Understanding Practice Value and Valuation Techniques

Session 4

Making a Successful Offer: The Term Sheet/Letter of Intent

Session 5

Negotiation Strategies of Successful Buyers

Session 6

Advanced Financing Strategies; Collateral and Security Issues

Session 7

Tax Allocation Strategies

Session 8

Case Study Examples and Mistakes to Avoid

Session 9

Performing Due Diligence

Session 10

The Documentation Process

Session 11

Closing the Deal; Compliance Issues

Session 12

Post-Closing: Transitioning Clients

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