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Week of 01/21/17

Using Partial Client Acquisitions as a Succession Transition Tool

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 advisors will sometimes utilize a PCA to sell off the “bottom” portion of their book to advisors who are eager to affordably grow their client base. PCAs provide many benefits to both the buyer and seller, and can also provide an ideal path of least resistance for beginning and implementing succession transition strategies.

The Easiest Acquisition Loan is a Partial Client Acquisition

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