If you are a financial advisor looking to acquire or sell a practice,
Willis Consulting Inc. can assist you in the process.
Our practice acquisition specialists will help manage your transition and assist you in structuring a satisfying agreement that compensates you for the hard work and dedication you’ve put into building your business.
If you are considering selling your business (or acquiring one), it is important you find a financial firm you can trust, who shares your same values, and will treat your clients the way you have.
Whether you decide to sell your practice outright, transition it over time, or scale back and work with select clients, we’ll help you do it your way.
Our client firms are some of the nation’s largest advisor forces in the U.S. which offer you the freedom to choose the most appropriate individual or practice for your clients’ needs throughout the transition.
In addition you will have access to a wide range of products and services though our clients’ open-ended architecture. Even if you are only in the preliminary stages of “considering”, let us help you look at your options.
Call today for a consultation: (310 373-7400 or 480 361-9490)
or fill up this form: http://www.willis-consulting.com/buying-selling-practice/
If you are considering selling your business (or acquiring one), it is important you find a financial firm you can trust, who shares your same values, and will treat your clients the way you have.
Whether you decide to sell your practice outright, transition it over time, or scale back and work with select clients, we’ll help you do it your way.
Our client firms are some of the nation’s largest advisor forces in the U.S. which offer you the freedom to choose the most appropriate individual or practice for your clients’ needs throughout the transition.
In addition you will have access to a wide range of products and services though our clients’ open-ended architecture. Even if you are only in the preliminary stages of “considering”, let us help you look at your options.
Call today for a consultation: (310 373-7400 or 480 361-9490)
or fill up this form: http://www.willis-consulting.com/buying-selling-practice/