- On September 25, 2017
It can be a jolt for unprepared buyers how much time is required in transitioning and retaining acquired clients, especially the time involved in the first 12 months.
Client retention is considered the most critical aspect of an acquisition for most buyers. Many of the buyers we work with who are trying to figure out their acquisition strategy haven’t thought about the post-acquisition investment as much as the pre-acquisition investment.
So what will the cost of the acquisition cost you in time?
Advisorbox created a free calculator for advisors to use to find out.
Go to our calculator to determine the average meetings per work day you’ll be having in the first 12 months after an acquisition. See what combining your current client base with a newly acquired client base impacts your total client time allocation.
We invite you to bookmark the link so when you have an acquisition you are considering you’ll be able to calculate the time cost invested in transitioning and retaining the clients acquired.
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