Buy A Financial Advisor Practice 🆒

: Specialty lenders like Oak Street Funding or SkyView Partners provide industry-specific financing that can sometimes cover up to 100% of the deal.

: Many successful deals come from "planting seeds"—building long-term relationships with other advisors well before they are ready to sell. Valuation and Deal Structure buy a financial advisor practice

: Review the firm's SEC Form ADV , historical audit results, and any pending litigation. : Specialty lenders like Oak Street Funding or

: Practices with younger, "next-generation" clients (Millennials and Gen Z) often command a premium. Common Deal Components : Down Payment : Usually 30% to 40% of the purchase price. historical audit results