https://www.sellmyfinancialpractice.com/home daily 1.0 2021-03-04 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606944152440-S6NB8OEMYK91SR2ZA3EN/Professional+Consultation+on+Succession+Planning HOME - Value your business https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606937130764-FY0ILCVWF5TQDK81B0N9/Succession+Planning+for+Financial+Advisors HOME - Protect your business https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606944289370-FJH1RXUYB4MU05TWF9JB/Professional+Consultation+for+Financial+Advisors HOME - Realize your equity https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606944116179-JJPO057F37JO228AAPFP/Consultative+Services+for+Financial+Advisors HOME - Maximize your value https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606946040599-CB6E3RQNANRBRIQ26NS3/Succession+Planning+for+Financial+Advisors HOME - start your succession planning We offer consultative services that focus on each of the specific aspects of your succession plan implementation. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1603816334647-1STTV1BKB83SUJ28N43P/bannerArtboard+7+copy.jpg HOME https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1614880823400-TF6MWE1TVYXY5ARUSH7K/iStock-1285790080.jpg HOME https://www.sellmyfinancialpractice.com/sellers-insights daily 0.75 2024-09-26 https://www.sellmyfinancialpractice.com/sellers-insights/focus-on-your-top-clients monthly 0.5 2024-09-26 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/619253e5-c7a2-427a-a5ec-7fc8637a5f0b/Screenshot+2024-08-28+175408.png Sellers Insights - The Advisor Client Partnership Program: - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/d737d6c1-1934-4d3a-befb-a3e772e4eb23/Screenshot+2024-08-28+155737.png Sellers Insights - The Advisor Client Partnership Program: - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/69b4e38c-a93d-4ad5-bc86-093cd48cca1b/Screenshot+2024-08-28+175720.png Sellers Insights - The Advisor Client Partnership Program: - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sellmyfinancialpractice.com/sellers-insights/structuringapartialbusinesssale monthly 0.5 2024-08-28 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/619253e5-c7a2-427a-a5ec-7fc8637a5f0b/Screenshot+2024-08-28+175408.png Sellers Insights - Different Methodologies to Structure a Partial Business Sale? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/69b4e38c-a93d-4ad5-bc86-093cd48cca1b/Screenshot+2024-08-28+175720.png Sellers Insights - Different Methodologies to Structure a Partial Business Sale? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/d737d6c1-1934-4d3a-befb-a3e772e4eb23/Screenshot+2024-08-28+155737.png Sellers Insights - Different Methodologies to Structure a Partial Business Sale? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sellmyfinancialpractice.com/sellers-insights/safeguarding-your-business monthly 0.5 2024-07-29 https://www.sellmyfinancialpractice.com/sellers-insights/successionplanning2023recap monthly 0.5 2024-01-11 https://www.sellmyfinancialpractice.com/sellers-insights/genxfinancial-launches-your-firm-journey-to-empower-financial-advisors-in-building-and-monetizing-their-own-firms monthly 0.5 2023-12-04 https://www.sellmyfinancialpractice.com/sellers-insights/not-ready-to-retire-consider-a-partial-business-sale monthly 0.5 2021-12-02 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606950653162-SS90J8GKNHV3TP60NFK5/Start+Planning.jpg Sellers Insights - Not Ready to Retire? Consider a Partial Business Sale https://www.sellmyfinancialpractice.com/sellers-insights/3complianceconsiderations monthly 0.5 2021-07-12 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1625853166226-KV3Z8K4EGCF1Y02EK6N6/iStock-1003751092.jpg Sellers Insights - 3 Compliance Considerations for Financial Advisors When Drafting a Continuity and Succession Plan https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1625853246659-F5LE5BROH9256SMDYCY8/iStock-1146472948.jpg Sellers Insights - 3 Compliance Considerations for Financial Advisors When Drafting a Continuity and Succession Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.sellmyfinancialpractice.com/sellers-insights/webinar-recording-how-do-i-sell-my-business-3-deal-structure-options-for-financial-advisors monthly 0.5 2021-06-07 https://www.sellmyfinancialpractice.com/sellers-insights/understanding-the-value-of-your-revenue monthly 0.5 2021-05-05 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1620252282741-FTDW52MCAYSJR7KMEEW7/iStock-882457452.jpg Sellers Insights - Understanding the Value of Your Revenue https://www.sellmyfinancialpractice.com/sellers-insights/how-do-i-sell-my-business-3-buyout-options-for-a-financial-advisor monthly 0.5 2021-04-19 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1618603300427-A1QJZINP70SO47GRGD7B/Picture2.png Sellers Insights - How Do I Sell My Business? 3 Buyout Options for a Financial Advisor https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1618602675657-KEM4M9QFHQET80FBKCAV/iStock-1212754341.jpg Sellers Insights - How Do I Sell My Business? 3 Buyout Options for a Financial Advisor https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1618603330612-I5NFT4KPD0AVIS6HJS1G/Picture3.png Sellers Insights - How Do I Sell My Business? 3 Buyout Options for a Financial Advisor https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1618602977214-FB0VYXW24BI3D185CFMU/Picture1.png Sellers Insights - How Do I Sell My Business? 3 Buyout Options for a Financial Advisor https://www.sellmyfinancialpractice.com/sellers-insights/webinar-recording-finding-the-right-successor-for-your-business monthly 0.5 2021-06-07 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1615911654935-URVWSX5B5EN6X6415EY9/Screenshot_2021-03-16+Webinar+Recording+3+11+2021+Finding+the+Right+Successor+for+Your+Business.png Sellers Insights - Webinar Recording: Finding the Right Successor for Your Business https://www.sellmyfinancialpractice.com/sellers-insights/implementing-a-virtual-planning-process monthly 0.5 2021-03-16 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1614275940742-MXZXS1TAQ8QVSLZ3SWAS/iStock-Maximize.jpg Sellers Insights - Implementing a Virtual Planning Process https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1614619933943-6LCRATEX4KO2DTTE9S6P/iStock-1061357372.jpg Sellers Insights - Implementing a Virtual Planning Process https://www.sellmyfinancialpractice.com/sellers-insights/is-your-business-transferable-mp25k monthly 0.5 2021-03-16 https://www.sellmyfinancialpractice.com/sellers-insights/why-sell-my-financial-practice monthly 0.5 2021-01-21 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1605703595221-S35H59WAUQ7LYD6YY6ZC/krakenimages-376KN_ISplE-unsplash.jpg Sellers Insights - Why Sell My Financial Practice https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1605703511190-OI2IIQG2PWG8QWBAWI5G/image-asset.jpeg Sellers Insights - Why Sell My Financial Practice https://www.sellmyfinancialpractice.com/sellers-insights/finding-the-right-successor monthly 0.5 2020-12-22 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606950316149-FQPP9610V06PM3K0H8VM/Finding+Right+Successor.jpg Sellers Insights - Finding the Right Successor https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606950653162-SS90J8GKNHV3TP60NFK5/Start+Planning.jpg Sellers Insights - Finding the Right Successor https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606950565953-7MQX3Q61K5569H1XT0WJ/1182958458.jpg Sellers Insights - Finding the Right Successor https://www.sellmyfinancialpractice.com/sellers-insights/title-2 monthly 0.5 2021-02-02 https://www.sellmyfinancialpractice.com/sellers-insights/eflxz30y9nneyuw7lvxq2vjqf6poyq monthly 0.5 2020-12-22 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606950842195-UJBU9T7YHLOBAR6JP20R/Increase+Value.jpg Sellers Insights - Increase the Value of Your Business https://www.sellmyfinancialpractice.com/sellers-insights/tag/business+sale monthly 0.5 https://www.sellmyfinancialpractice.com/sellers-insights/tag/succession+planning monthly 0.5 https://www.sellmyfinancialpractice.com/sellers-insights/tag/business+purchase monthly 0.5 https://www.sellmyfinancialpractice.com/value daily 0.75 2020-12-11 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1603816334647-1STTV1BKB83SUJ28N43P/bannerArtboard+7+copy.jpg Value https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606943559150-YDZBRGLDHKW50THA8YGJ/iStock-Value.jpg Value https://www.sellmyfinancialpractice.com/protect daily 0.75 2020-12-08 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1603816334647-1STTV1BKB83SUJ28N43P/bannerArtboard+7+copy.jpg Protect https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606937268611-XN1Z0C84OPNOA8M7X834/iStock-955988522.jpg Protect https://www.sellmyfinancialpractice.com/maximize daily 0.75 2020-12-08 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1603816334647-1STTV1BKB83SUJ28N43P/bannerArtboard+7+copy.jpg Maximize https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606943922409-36LIEZCRUOS98SJPEC13/iStock-Maximize.jpg Maximize https://www.sellmyfinancialpractice.com/realize daily 0.75 2020-12-09 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606948989044-B3KR2QEMNVFBVERQ91S9/Consultative+Services+for+Financial+Advisors Realize - 1) Sell, transition business, and walk away a. Timeframe: 6-12 months b. Successor: Highest bidder(external) c. Purchase structure: Lump Sum or fixed payment with adjustments d. Case Study https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606950002042-4Y7UQI1J7RQS17F0DXXL/Professional+Consultation+for+Financial+Advisors Realize - 2) Sell, transition business, stay involved in a business consulting role a. Timeframe: 12-24 months b. Successor: Partner/Internal firm advisor c. Purchase structure: Fixed payments with adjustments and consulting fee d. Case Study https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606949303921-E9GCXGMHTCGURDXF4EM8/Professional+Consultation+on+Succession+Planning Realize - 3) Transition business, stay involved, and buyer purchases business overtime a. Timeframe: 3-5 years b. Successor: Predetermined successor c. Purchase structure: Equity purchase over time d. Case Study https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1603816334647-1STTV1BKB83SUJ28N43P/bannerArtboard+7+copy.jpg Realize https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606944389380-8BWFV3QTGKY1XG3CO2KB/iStock-Realize.jpg Realize https://www.sellmyfinancialpractice.com/consultative-services daily 0.75 2024-04-25 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1604504678380-0VRV7XW4PH6NFCETNP4V/small-sell-my-fp-primary-logoArtboard+15+copy+2.png Consultative Services https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606937369166-287WQ1CUT533BLVI5FWZ/Continuity+Plan+for+Financial+Advisors Consultative Services - Continuity Plan Development This is a one-hour consultation call to review your current firm structure and collect the information needed to complete your continuity plan. This service includes helping you with each of the 5 steps in your continuity plan, the right continuity partner, what the transition of business would be, and how to structure the compensation. Our team will take the information and send you a template with all the information you need to have an attorney complete your continuity plan. What’s included: 1 one-hour call with our continuity professional, and a template with all the information you will need to draft your agreement with your own attorney. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606943683905-HJVH1Y0INLZPWCXWCE03/Business+Offer+for+Financial+Advisors Consultative Services - Business OFFER We will provide you an offer to buy your business and two consultative calls to review in detail. This service will include a call to collect the information needed to create an offer to buy your business, as well as a one hour follow up consultation with Malcolm Thomas to review the offer and discuss options for continuity and succession. What’s included: 2 one-hour calls with our team of professionals, an offer to buy your business, and continuity and succession options. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606944513017-SLLN6LLF2GDY2HSQJ2ZS/Deal+Structuring+for+Financial+Advisors Consultative Services - Deal Structuring You have decided to sell your business. You have obtained a business valuation to benchmark your practice’s worth. Maybe you have a successor lined up, or perhaps you are still searching. Regardless of your stage in the process, understanding the fundamentals of an asset purchase will allow you to mold the actual purchase price from the foundation set by your valuation. Looking at the deal from a buyer’s perspective provides you with the insight needed to maximize the amount you are ultimately paid. We will provide a one-hour consultation call to provide an in-depth explanation of the different pieces of an asset purchase and how your personal tolerance for certain situations will impact the ultimate sales price. As a result of this call, we will schedule a follow up one-hour consultation to provide you a summary of how you could structure your deal, allowing you to be educated when speaking to potential buyers. What’s included: 2 one-hour calls with our succession professional to discuss the structure of an asset purchase, and a deal summary to use with potential buyers. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606943808260-JHJ87G60HNJKQ30R0CCB/Succession+Planning+for+Financial+Advisors Consultative Services - Maximize your value Do you already have a business valuation but would like to increase the value? We will provide a one-hour call with our team to review your current valuation, current resources, and firm goals. As a result of this call, we will develop an action plan for you to implement, focusing on 2-3 key areas of your business that will aim to increase its value. We will also provide a follow up call after 6 months to review the plan and progress. What’s included: 2 one-hour calls with our team of professionals and an action plan for increasing the value of your business. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606947030186-JM1LWN809E935TPXHO2N/Consultative.jpg Consultative Services https://www.sellmyfinancialpractice.com/private-listing-service daily 0.75 2021-10-14 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1614619933943-6LCRATEX4KO2DTTE9S6P/iStock-1061357372.jpg Private Listing Service https://www.sellmyfinancialpractice.com/about daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/37afab67-8524-4e61-a7ab-661aa72f7f56/Malcolm+Thomas.jpg ABOUT - Malcolm Thomas Malcolm Thomas is passionate about building the next generation of financial advisory firms, by helping existing financial advisors connect and transition their businesses to the financial advisory firms of tomorrow. Malcolm was part of the leadership team at Signator Investors, Inc. and oversaw the recruiting and acquisition strategy that included multiple large broker dealer acquisitions. After helping facilitate the sale of Signator to Advisor Group, he led the advisor platform at XY Planning Network and worked with RIAs to launch, build, and scale their businesses. Malcolm’s expertise is in the matchmaking between buyers and sellers and making sure you find the right buyer for your business. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/0a427962-6a5b-4b1d-b2ad-0b64a4ae6737/Amy+Heapps.jpg ABOUT - Amy Heapps Amy Heapps is an industry veteran who has spent her entire career assisting advisors in creating more efficient and productive practices. Amy realized early on in her career that there was a substantial need to help advisors think of their practice as a business. She pursued her Master of Science in Management at night and possesses a unique skill set that gives her the ability to quickly resolve advisor practice issues. Amy applied her skills to her role as a Team Lead at Signator Investors elite advisor Practice Management group. Now as Head of Advisor Engagement at Innovative Financial Group, Amy leads a team focused on helping advisors increase the value of their businesses by integrating technology, creating efficiencies, and building a business that will last beyond them. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/797aa8e4-f210-4e0e-99f6-acf0b9077ea4/Brian+Heapps.jpg ABOUT - Brian Heapps Brian Heapps is an industry-recognized leader with history of change management that significantly improves the lives of advisors and their clients. This includes founding and building Keystone Financial Management , one of John Hancock Financial Network’s largest firms, to developing and launching an industry first “Build4Success” program which allowed advisors to Value, Protect, Grow and Realize the equity of the practices. As President of John Hancock’s broker-dealer Signator Investors, Inc., he transformed a proprietary distribution channel into a top 10 independent broker-dealer. Brian is currently President and CEO of Innovative Financial Group (IFG), a full-service financial planning and wealth management firm with over 130 affiliated advisors running independent practices throughout the country. Brian is continually innovating and launching new initiatives to improve the industry including MyRemoteFA®, a remote advice platform, and SellMyFinancialPractice. https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1607465650583-ML89SXIX4940P6LEBTKJ/1182958458.jpg ABOUT https://www.sellmyfinancialpractice.com/contact-us daily 0.75 2020-11-30 https://images.squarespace-cdn.com/content/v1/5f98188cec8eef3d77a8fe91/1606949437233-MYTLWMD3BO3E5027DGGY/Contact+Us.jpg CONTACT US https://www.sellmyfinancialpractice.com/disclosures daily 0.75 2023-07-31 https://www.sellmyfinancialpractice.com/initial-valuation-form daily 0.75 2021-01-29