5 Tips for selling, or buying, a practice.
Practice Management & Quick Tips Videos & Sales & Marketing for Professional Services

5 Tips for selling, or buying, a practice.

October 17, 2018

by Tony Vidler  CFP logo   CLU logo  ChFC logo

There are a number of traps that professionals consistently fall into when selling (or buying) a book of business.


The mistakes are so consistent and prevalent that there is are some golden rules evolving on how to make sure any sale is successful.


The Top 5 are:

1. Get professional help early in the process

2.  Have a clear plan

3.  Know what’s ideal in the deal

4.  Anticipate the Due Diligence Process requirements

5. Do it all in writing


In this quick video we explain the key concepts to manage each point successfully….

watch the video to learn more…


[wpvideo KqhOPfm8]


You might also be interested in this related article:
How High Growth Firms Become Above Average
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 309 other followers

Facebook: 2831, Twitter: 13508, LinkedIn: 689

Follow tonyvidler on

Comments (1)

Leave a Reply