Partnerships for Practice Transitions
You’ve built a successful financial practice, but have started to wonder, ‘What’s next?’ Maybe you’re a veteran financial professional who’s ready to retire. Maybe you’re planning a career change. Maybe you just want to step away from business ownership to focus on client relationships.
Transitioning your practice can be a headache, but the team at MRK Financial Solutions makes mergers and acquisitions turnkey. We partner with financial practices to:
- Determine the value & valuation of your business
- Negotiate deal structures & purchase agreements
- Conduct due diligence
- Ensure regulatory compliance
- Facilitate a smooth transition for clients & employees
If you’re interested in discussing mergers and acquisitions, complete the form below, and we’ll be in touch with you soon.