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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.
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 CurriculumFebruary 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 AvoidJuly 1st, 2010 Performing Due Diligence August 5th, 2010 The Documentation Process September 2nd, 2010 Closing the Deal; Compliance Issues October 7th, 2010Post-Closing: Transitioning Clients November 2010Preparing Yourself for Rapid Growth December 2010Strategies for Finding Sellers January 2011 Understanding Practice Value and Valuation Techniques
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