Introducing Securities America's Industry-Leading Practice Transition Center!

Are you looking at growing your business through a practice acquisition? Or, are you in the process of succession planning and preparing to sell your book of business? Advisors want to sell their practice with planned timing and under circumstances that they control, but that's not always the the way it works. The unforeseen can, and does, happen. Planning for both succession and the unexpected is vital.

Securities America's Practice Transition Center is a first-of-its-kind library of videos and tools to help advisors understand several separate but interrelated concepts about buying or selling a practice, starting with the importance of planning. Advisors can also partner with our Practice Management team for valuable coaching and assistance throughout the entire process. Knowing what your practice is worth, how to prove what it is worth and how you want to structure the sale of your business (protecting both yourself and your heirs), completes the planning process.

Between 2006 and 2012, Securities America helped approximately 250 offices develop either continuity planning, succession planning, actual retirement with sale and reassignment, outright sale of book or partial book sale, practice acquisitions, death events and disability transitions. We have the tools and expertise to effectively help you create a plan and put it into action!

If you are interested in exploring the possibility of buying or selling a practice and would like to learn how Securities America can help you, please contact our Branch Office Development team at 1-800-989-8441.


To get an idea of the value of these effective services, watch the videos shown below!

           


In the audio below, Paul Lofties visits with one of Securities America’s elite million dollar producers, Max Briggs, as he tells his personal succession planning story. Max describes the challenges he faced after the untimely death of his business partner and a unique personal situation that caused him to take immediate action to put his own succession plan in place to protect his most important asset, his family.



Roger Verboon, Sr. Practice Management Consultant, provides a detailed outline of the necessary steps to take when developing your succession plan. Watch these informative videos, below. 

Introduction Video
Tools we provide our advisors for this phase include a Practice Succession Planner timeline diagram, the Succession Plan Workbook and a process for Maximizing the Value of your Practice.

Valuation Video
Tools we provide our advisors for this phase include an Open Market Value Calculator and a Value Adjustment Slider Sample.

Due Diligence Video
Tools we provide our advisors for this phase include a Practice Analysis, Client Satisfaction Survey, Due Diligence Checklists for both the buyer and seller, and Reports Locator.

Deal Structure Video
Tools we provide our advisors for this phase include a Buy/Sell Purchase Agreement, Letter of Intent to Purchase, Asset Purchase Agreement, Continuity Agreement, Deal Structure Calculator, Practice Acquisition Loan Process information, and a Tax Treatment of Assets chart.


To discuss more about Securities America's Business Growth solutions, contact our Branch Office Development team today at 1-800-989-8441.

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