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Do You Really Have The Time To Acquire And Retain Clients?

  • On September 25, 2017
Calculating the time cost of client acquisition transitions Yes, time is money but with acquisition transitions, money is time. Not only has a buyer spent a sizable amount of money on the acquisition but by doing so has also committed time to transition and retain the clients on top of maintaining current client relationships. The […]
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8 Client Acquisition Retention Cautions

  • On September 25, 2017
Not all practices are going to be ideal to pursue or purchase. Sometimes the best acquisition you make is the one you didn’t. While growth through acquisitions is the fastest path to rapid growth, each practice is unique and not all buyers and sellers are the right match. In advisory M&A, there is a lot […]
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Bookmark the Advisorbox Vendor Directory

  • On September 25, 2017
Advisorbox maintains a free Directory of industry vendors. Find over 200 vendors and their contact profiles providing product and service solutions to Financial Advisors. Bookmark the Advisorbox Directory for future reference. Directory categories: Advisory Firm, Asset Custodian, Asset Manager, Associations, Attorney, Client Gifts, Compliance and Regulatory, Consolidator, Consulting Firm, ETF Manager, Insurance, Investor Leads, Lending and […]
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Industry Demand for Tuck-in Advisors is Off the Charts

  • On September 18, 2017
The recruiting demand for both W-2 and 1099 structured tuck-in advisors is as strong as we have ever seen. The demographics of the aging advisor population and the growing inorganic growth strategy trend of practices of nearly all sizes hiring and acquiring, has created a competitive environment for recruiting tuck-in advisors. There are literally thousands […]
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Broker Protocol: When You’re on a Team

  • On September 18, 2017
It’s common for wirehouse advisors to be on teams and if you are, there are different aspects to consider. If you are on a team, and the team is moving together to a new firm, it is more difficult to keep the move under wraps. Team members should discuss with each other the importance of […]
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5 Financing Factors to Consider When Structuring Your Acquisition Deal

  • On September 18, 2017
Timing Alignment Both conventional and SBA loans can take 30 to 45 days to fund but this time clock begins after we have a complete financial package and there are a few factors that can potentially delay (but typically don’t) the process. Before scheduling a hard closing date with the seller consider checking to make […]
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Are You a Passive or Poised Advisor?

  • On September 18, 2017
Most advisors are not at the point in their life where they are actively looking to transition to a different firm or model today. They’re not calling recruiters or hiring managers and proactively doing due diligence on all of their options. While there are advisors who are currently actively looking at recruiting options, most advisor […]
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SBA Loan Property Liens

  • On September 18, 2017
The SBA 7(a) has clearly defined loan property lien requirements. For loans over $350,000 the SBA requires that a lien be placed on available equity of the borrower’s personal real estate including residential and investment property. The SBA does not require lenders to collateralize a loan with personal property if the borrower has less than […]
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