: Recurring fee-based revenue is valued much higher than one-time commission revenue.
: Analyze historical client retention and the average age of the client base to predict future attrition. buy a financial advisor practice
: The seller may carry a promissory note, often for a 5- to 10-year term. : Recurring fee-based revenue is valued much higher
: Your own broker-dealer may have a "treasure trove" of information on advisors planning to exit. buy a financial advisor practice