Advisor Practice Acquisition Masterclass

Over the past decade, I've acquired six financial advisory businesses (>$1BB in AUM) with extensive experience in each stage of the acquisition process: Search, Deal Structure, Capital Raising, Due Diligence, Negotiation, and Closing. The Advisor Practice Acquisition Masterclass is a compilation of my expertise, experience, and materials into a comprehensive framework to efficiently source, evaluate and close profitable acquisitions.

The Advisor Practice Acquisition Masterclass is for financial advisors who are:

• Actively seeking to acquire an advisory business
• Struggling to generate deal flow & source viable firms to acquire
• Seeking a framework & model to effectively evaluate the risk and return of a potential acquisition to optimize the economics of the deal
• Seeking a process to raise capital
• Seeking a framework for deal structure, LOI drafting & seller negotiation
• OR experienced in the process of acquiring a business but looking for access to more sophisticated materials to speed up deal flow (excel models, LOI templates, etc.)

This masterclass is also appropriate for wholesalers or individuals seeking to step into the FA business through acquisition.

This product includes:

• Access to my proprietary excel models for due diligence and practice valuation.
  • Comprehensive models (value: $10,000+) designed to assist in the evaluation of target firms
  • Includes detailed tutorial on how to utilize the models and offer support through the APA online community.

• Comprehensive guide to the crucial aspects of acquiring a practice. Including corresponding tutorial videos and materials.
  • This guide covers the following topics:
    1. Sourcing an Advisory Firm - Learn about unique marketing and business development techniques to differentiate you from other searchers.
    2. Raising Capital - Understand the when, how, and why of using debt and equity, as well as strategies to minimize upfront capital commitments and avoid personal guarantees.
    3. Conducting Due Diligence - Discover how to "recast" the financials of a target firm to identify synergies and evaluate profitability.
       • BONUS: A list of vendors and partners that can streamline this process.
    4. Valuation & Maximizing ROI - Learn how to leverage my proprietary models to value a business down to the dollar to give you a clear advantage during negotiations.
    5. Deal Structure & Offer Design - Learn about earnout strategies to optimize retention and ROI, how to structure a deal using cash/debt/equity/earnouts.
       • BONUS: Access to Letter of Intent (LOI) templates, sample deal docs, and best practices to optimize closing rate
    6. Negotiation & Closing - Learn the negotiation strategies to get sellers to close, and differentiate yourself from competitors & national aggregators.
• 3 months access to the APA Masterclass online community.
  • Obtain virtual access to our team through the APA Masterclass community
  • Participate in monthly group calls and ask questions related to any of the course materials or prospects under consideration.

Why am I sharing this with you?

"Patrick, you're a partner at a big firm who is actively acquiring - why give this stuff away?".

Honestly...It's a massive opportunity, and I don't have the resources (time, capital, energy, etc.) to buy every practice. And frankly, we're not a great fit for every seller. In addition to this, you've no doubt seen the statistics on the number of advisors that will need to retire within the next 10 years -- those clients will need a new home. Let's make that new home your practice.