Third Time Is The Charm
Financial Advisor, Neil McInnis, shares his exit experience from false starts and unenthusiastic offers to selling his book of Business with Succession Resource Groups Seller Advocacy Program for the best price, fit and terms. Download the Client Success Story to learn more. DOWNLOAD NOW
Sutley Wertzer: Looking Back One Year After Transition
Sutley Wertzer, Inc. Looks Back One Year After Acquisition Seller & Buyer Success Story Based on SRG’s most current data, demand for advisory practices remains strong with more than 50 buyers for every seller. But, the highest values and best successors take time and effort to find. SRG’s seller clients receive on average 3 to 4 offers and 33% higher sale prices than self-negotiated deals. SRG’s Seller Advocacy program is the best solution for advisors looking to exit the business, helping you develop a group of elite buyers to select from and get the best deal for your practice. This client success story is a great example of how one advisor was able to find a great buyer and great deal, while still creating a win win for everyone involved. DOWNLOAD NOW