Buy • Sell • Merge — Integrated Succession

SUCCESSION PLANNING
and Buying or Selling a Practice:

In today’s world, succession planning is often synonymous with buying and selling a practice.

Our goal is to make sure the advisor has the best structure and process to effectively buy a practice, or to sell their practice.

We help build enterprise value through effective succession planning, based on actual values at which a buyer will buy, and at which seller will sell.

IF YOU ARE INTERESTED, CONTACT US BELOW:

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Interested In:

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Buying a financial advisory practice and being qualified to do so

Selling a financial advisory practice at the best price

Access to working capital for expansion

Growing an advisory firm through mergers and advisors selling their practice

Joining an advisory firm with great growth potential and the possibility to acquire practices

An Integrated Succession specialist will be in touch within 48 hours

SUCCESSION PLANNING and Buying or Selling a Practice:

IF YOU ARE INTERESTED, CONTACT US BELOW:

A focus on your VALUE is a focus on your SUCCESS

SUCCESSION PLANNING
and Buying or Selling a Practice: