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Claim your piece of the pie
Buying a company or client bank can prove to be a shortcut to success. Not only can you beef up your assets under management, but you can also expand your current service range and team size. With these moves, you can benefit from economies of scale and open up crucial new markets.
Does this sound up your alley? Our buyer registration form should take no longer than 10 to 15 minutes to complete, with most of the answers available from a range of simple drop-down options.
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Our intuitive system allows us to understand what you need, and what our sellers are after. This way, we’re not just throwing introductions around randomly. When we spot the right financial advice business for sale, we will send you a Confidential Profile to give you the lowdown.
If any of our sellers catch your eye and you’re keen to learn more, we’ll kick things off by presenting your firm and the opportunity to them. If they’re keen to meet up and the relevant terms have been agreed, we’ll arrange the meetings and keep the ball rolling from there.
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