Navigating the Market: A Guide to Investment Advisory Firms for Sale
Entering the investment advisory sector by acquiring an established firm can be a strategic move. Buyers must consider a myriad of factors such as the firm's reputation, client base, regulatory compliance history, and the scalability of its business model. It is essential to conduct a thorough financial analysis, scrutinize the firm's asset under management (AUM), and evaluate the expertise of its advisors. The location and competitive landscape also play critical roles in the potential success of the acquisition. Moreover, embracing technology and innovation within the firm's practices could be a determining factor in maintaining a competitive edge. It is vital to undertake a rigorous due diligence process to uncover any potential risks or liabilities associated with the firm.
Oasis Senior Advisors
Oasis Senior Advisors is a scalable concept with high growth potential and recession resilience. Franchisees give back to their communities by establishing and growing relationships with community partners to provide seniors and their families the right resources and living solutions when they need ...
United States
$64,890
EXPANDING PROFESSIONAL FINANCIAL SERVICE
Make $100s to $1,000s per day with Industry #1 growth-leader! Unique High-volume Professional Financial Service now expanding from Pueblo to Denver, Colorado Springs, Boulder, Ft Collins/Loveland, Greeley, Grand Junction, Cheyenne. An excellent low-overhead, inventory-free service business with a Re...
United States
$49,995
$514,000
$85,000
Top Consulting Firm
The Consulting Firm is a premier management consulting agency based in St. Louis, Missouri. They offer tailored consulting services to fit the upper small business to lower middle market segments, as well as some mid-market and large market clients. Their services include expert insights, tailored s...
United States
$1,500,000
$1,560,000
Boutique Investment Advisory Firm In Palm Beach County For Sale
A dormant boutique investment advisory firm founded in 2007. Its principal business is to provide fee-based investment advisory services. The company is a Florida Registered Adviser with a long-time relationship agreement with a top Broker Dealer and with one of the largest electronic trading platfo...
United States
$195,000
Fast Growing Financial Advisory Firm with Technology Clients
Founded in 2008, this financial advisory company offers expert Finance, Accounting, CFO & Strategic Advisory services to small businesses in the IT Services, Product SaaS, and Non-Profits industries. They provide complete back office operations management, allowing technology startups and growing sm...
United States
$3,835,806
$1,257,224
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