Strategic Acquisitions

At FAN we believe that growth through acquisitions is another excellent opportunity to grow your practice. We partner with our Advisors to help them complete a successful and profitable acquisition. Utilizing our experience and partnering with the Strategic Acquisitions team can help you accelerate the growth of your business by sourcing, constructing, and funding mergers and acquisitions. Additionally, we can guide you through the due diligence and negotiating process to help you avoid potential pitfalls. 
Acquisition Services: 

•    Deal structuring*—We help you select what types of deals may be available and provide sample agreements to ensure you’re getting the best deal that fits your goals. We also prepare financial modeling and business valuations to help you gain a more holistic understanding of deal structures.

•    Matching buyers and sellers*—We help you identify and engage with prospective deal partners. Using our internal matchmaking system, we capture relevant information about potential buyers and sellers of practices. For interested buyers, we’ll provide high-quality leads for practices available for sale or advisors looking for succession partners. To find an appropriate match, we’ll typically start with your selected geographic locations as the primary filter, and then we apply the remaining search criteria that best align with your interests. If you’re interested in selling your practice or want to sell a portion of your business, we can assist you in finding the most suitable buyer. We’ll help you achieve full value for your business, on your terms, while ensuring client relationships are transferred smoothly.

•    Acquisition loan capital*—If you need additional financial assistance during a business acquisition, you can secure a competitively priced loan through our Acquisition Loan Program. We consider loans on an individual basis.

“Great things in business are never done by one person. They're done by a team of people.” 
~Steve Jobs



*These services are provided in partnership with LPL’s Strategic Business Solutions Group.