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.

April 2, 2024

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… 

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