What Type of Transaction Are You Interested In?
Complete Sale
Sale of 100% of the practice and no longer maintains any control or position in the practice.
Merge In™
Internal and external buyer partner
to acquire.
Sell and Consult
Sale of 100% of the practice, yet the advisor remains with the practice in some capacity.
Partial Sale
Sale of less than 100% of the practice. Sale is comprised of a percentage of the overall book, not specific households.
Move to Acquire™
Acquiring practice requires buyer to be within seller's current IBD or move to that IBD to acquire.
Regardless of your transaction type, SkyView Partners® can facilitate your financing request from a national
network of regional and community banks.
network of regional and community banks.