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Using Partial Client Acquisitions as a Succession Transition Tool

  • On January 22, 2018
A Partial Client Acquisition (PCA) is when the buyer is acquiring a partial client list, typically less than 50% of the seller’s revenues or assets, rather than acquiring the entire practice. Advisors will often use PCAs outside of a succession strategy in order to make more room and time for larger more profitable clients. Larger […]
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The Easiest Acquisition Loan is a Partial Client Acquisition

  • On January 22, 2018
A Partial Client Acquisition (PCA) is when the buyer is acquiring a partial client list, typically less than 50% of the seller’s revenues or assets, rather than acquiring the entire practice. PCAs provide many benefits to both the buyer and seller, and can also provide an ideal path for implementing succession transition strategies. PCAs provide […]
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Is Your Work-Life-Balance Reflective of Your Business Owner Clients?

  • On January 22, 2018
Kabbage released new data reporting on the similarities that connect small business owners, including personal sacrifices, professional challenges and growth expectations. In partnership with Bredin, a leading small-business market research firm, 400 small business owners were polled across industries such as retail, education, manufacturing, food and beverage, healthcare, automotive, energy and finance. The findings demonstrate […]
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Visit Our Headquarters in Breckenridge, Colorado

  • On January 22, 2018
While we have personnel that works from various satellite locations, our headquarters are located in Breckenridge, Colorado which is just over a hour drive west from Denver. Why have our HQ in a world class mountain resort town? If that’s a serious question, our answer is simply, why not? Breckenridge is at 9,600 feet elevation, […]
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7 Ways the Government Shutdown Could Impact Financial Advisors and Clients

  • On January 22, 2018
While historically government shutdowns have been relative non-events, a prolonged shutdown would be an event that could impact Financial Advisors. The federal government closed its doors at midnight January 19th after President Trump and Democrats failed to reach a deal on immigration. Then, last night the government re-opened on a deal that extends to February […]
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