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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.

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