• You might not know what type of buyer you are

  • You might not know what target markets to pursue

  • You might not know what the buying process should look like

  • You might not know how to prepare your firm to acquire

  • You might not know how to identify an acquisition target

  • You might not know how to finance a deal

  • You might not be prepared for due diligence

  • You might not know the advisory team you will need in place to do a deal

  • You might not know what legal documents will be necessary

  • You might not know how to reach out to potential sellers and sell the opportunity

  • You might not know what marketing documents will be necessary, or how they differ from your firms client-facing marketing materials

  • You might not know how to be a high quality buyer 

Buying

When can RIA Valuations help?

 

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