FPT In the News

January 2017 - Financial Advisor Magazine: Six Steps Sellers Should Take Before Signing Deal Papers

Posted by FP Transitions on January 4, 2017

A financial services practice is often an advisor’s valuable personal asset, and the sale of the business are usually a key part of their retirement plans. But many longtime advisors are not entirely sure what they should be doing down the final stretch to shore up and boost the value of their businesses.

In the article, “Six Steps Sellers Should Take Before Signing Deal Papers,” written for Financial Advisor Magazine FP Transitions president and founder, David Grau Sr., JD lays out steps advisors should take prior to closing the sale of their business.

Topics: Selling Your Practice, Deal Structure, Buying & Selling, Financial Advisor Magazine