Selling an Advisor Practice is a transaction where setting strategy pays-off. Answering the question of “How much money can I make?” is not a true reflection of setting a sound strategy.
When selling an advisor practice, the transaction and the corresponding compensation for the advisor can create an idyllic setting. But that idyllic setting for the advisor translates to a level of risk to the acquirer.
Fred Barstein highlights some of the risk that an acquirer may structure into an M&A agreement – and how an astute Acquirer can look to mitigate that risk. Mr. Barstein outlines the Acquirers Risk as the topic is one of his Top 5 Stories in Wealthmanagement.com recently.
