UNLOCK THE MYSTERY OF MERGERS, ACQUISITIONS, AND SUCCESSION

Contrary to popular belief, even with the current market conditions, a growing number of advisors are considering retirement or looking to become successors. Some say this may even be the impetus to the “succession tsunami” we have all been expecting.

The topics of mergers, acquisitions, succession, and retirement are only mysterious because there is no single path to follow.

We can help you grow, protect, and unlock the value of your practice. With our extensive experience and insight, we can leverage expertise from within FA, LPL Financial, related succession vendors, and key financing contacts. All the resources you may need are at our fingertips.

Let us answer the questions that can help you take charge of your future!

For Financial Professionals Only.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Financial Advocates and LPL Financial are separate entities.

LET’S DISCUSS YOUR OPTIONS

Share This