Mergers & Acquisitions

• Know Your Value: We offer a no-cost estimate of your practice’s value using GDC and recurring revenue—so you know what to expect in today’s market.
• Improve Before You Sell: We provide tools to boost your valuation by enhancing client segmentation, recurring revenue, and profitability.
• Define Your Ideal Buyer: Whether it’s a solo CFP or a team-based firm, we help you identify what makes the right successor for your clients.
• Get Deal-Ready: Buyers and lenders expect KPIs like profitability and retention rates. We help you prepare financials, compliance documents, and more—so you’re ready when opportunity knocks.
• Choose Your Sale Path: Work with a known buyer, get matched through our directed search, or list your practice through a trusted marketplace.
• Structure the Right Deal: Lump sum? Earn-out? Income stream? You decide—we guide you through options to protect your interests and meet your goals.
• Transition Smoothly: From LOI to client introductions, we help ensure a seamless transition that supports client retention and protects your final payout.

Let’s Talk.
If you’re thinking about selling—even if it’s years away—our M&A team is here to help you plan the right exit, on your timeline.

Here’s how we help you get deal-ready:

• Move quickly—but wisely
  In M&A, timing is everything. When a seller opens the door, you may only have days to act. We help you build a clear decision-making framework and prepare financing in advance so you can move fast—without rushing into a mismatch.
• Track your Key Performance Indicators (KPIs)
  Lenders—and often sellers—want to see how your practice is performing. We help you identify and monitor critical KPIs like revenue per client, profit margins, and retention rates. Not only do these metrics strengthen your operations, but they also make you a more attractive buyer.
• Keep your documents current
  Nothing slows down a deal like outdated paperwork. We guide you in keeping key documents—like financial statements, lease agreements, compliance reports, and formation records—organized and up to date, so you’re ready when it counts.
• Maintain an updated valuation
  An annual valuation is like a financial check-up for your practice. It gives you a clear understanding of your worth, improves your credibility with lenders, and strengthens your negotiation position.
• Have a clear acquisition plan
  Acquisitions are about alignment—not just availability. We help you define what kind of practice you’re looking to buy, how you’ll market yourself to sellers, and what kind of integration strategy will make the acquisition successful in the long run.

At Financial Resources Group, we provide the tools, strategies, and templates to help you take the guesswork out of acquiring a practice. From due diligence to execution, we’re here to guide your journey—every step of the way.

Ready to grow through acquisition?
Connect with our M&A team and let’s make sure your business is built to scale.