The Succession Company


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 $25 per month or $275 per year, 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.

 


Course Curriculum

February 4th, 2010

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

March 4th, 2010

Negotiation Strategies of Successful Buyers

April 1st, 2010

Advanced Financing Strategies; Collateral and Security Issues

May 6th, 2010

Tax Allocation Strategies

June 3rd, 2010

Case Study Examples and Mistakes to Avoid

July 1st, 2010

Performing Due Diligence

August 5th, 2010

The Documentation Process

September 2nd, 2010

Closing the Deal; Compliance Issues

October 7th, 2010

Post-Closing: Transitioning Clients

November 2010

Preparing Yourself for Rapid Growth

December 2010

Strategies for Finding Sellers

January 2011

Understanding Practice Value and Valuation Techniques

 

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Mail all correspondence to 10260 SW Greenburg Rd Suite 1170, Portland, OR 97223
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