Buy A Financial Advisor Practice (LEGIT 2024)

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

: Your own broker-dealer may have a "treasure trove" of information on advisors planning to exit. 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

Success depends on looking "under the hood" to ensure the practice is sustainable: historical audit results

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