Advisorbox Releases Recruiting Value Prop Analysis on Ameriprise Financial

Today Advisorbox released their comprehensive analysis of the Ameriprise Financial value proposition for Financial Advisors. Ameriprise Financial is an independent broker dealer that has both employee and independent platforms. The Ameriprise Advisor Group, has over 2,000 W-2 advisors in traditional corporate branch offices. The Ameriprise Franchise Group, has over 5,700 advisors operating independently owned franchises […]

5 Things To Do When First Considering Selling Your Practice

Establish your timeline Are you looking to sell within a year or over the next few? The longer the horizon the more choices you’ll have and the more you can monetize and provide for a smoother transition for your clients. Estimate your value Don’t assume the ratio your friend got for his practice will be […]

Advisorbox Rolls Out Strategy ProFormas for Advisors

Advisorbox has created proprietary Strategy ProFormas as an additional support tool for the advisors and firms we work with. To compliment our consultative, advisor advocate culture, we’re offering Strategy ProFormas to help our advisors develop and compare different acquisition, selling and succession, and recruiting strategy projection models. We start with an in depth conversation with you to […]

Strategy ProFormas for Succession and Selling

Compare different exit strategies and succession options based on different timelines. The financial projections can be based on any amount of years you have in mind to ultimately retire. If you are looking at selling this year we can show you what that projection model looks like. If you are thinking you are on a […]

Blended Strategy ProFormas

Blended strategies encompass more than one and can include all, depending on an advisor’s specific situation. If you want to see what the projections look like if you monetize your practice through a W-2 recruiting deal and then compare a sunset exit strategy to selling into independence we can show you this as well. Take […]

Sellers: Know Your Numbers

Advisorbox believes sellers should be as educated and prepared as possible about their options, the process, deal structures, and the valuation process. Our BluePaper on “Succession and Selling” covers these topics and more. As an advisor advocate however, we also like posting quality M&A advice from other firms we work with on a regular basis. […]

Retirement & Succession

Advisorbox provides turnkey solutions for advisors looking to sell all of their practice now or incrementally over time. We help both independent advisors implement succession options and exit strategies as well as brokers to sell into the independent side instead of sunsetting. We believe that unlocking the equity in your practice and fulfilling your exit […]

8 Things Sellers Should Know About Valuations

We believe unlocking the equity in your practice is as much an emotional decision as it is financial. It’s not just about getting the best price for your practice but about getting the best deal from the right advisor for your clients. While we have more qualified buyers willing to pay a premium for a premium practice […]

Sellers: Advisorbox Screens Buyers Based On 10 Components

What kind of buyers would Advisorbox introduce you to? We strive to save you time and headaches in the matchmaking process. We have buyers of all shapes and sizes looking to acquire locally, regionally, and nationally. We will only introduce you to screened buyers who bring to the table all 10 of these components: Shares […]

Recruiting Bonuses are Just One of the Financial Considerations of Moving Firms

While there are multiple key non-financial reasons advisors move firms, Financial Advisors, by nature and definition, also consider how a transition will impact their financial well-being and personal wealth. The financial recruiting package is a key, but just one aspect of the total financial consideration advisors need to analyze. True payouts after haircuts, client retention, […]

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