Buying Assets

• Organic growth is too slow.
• An aging client base makes new asset growth difficult.
• There are 50:1 as many buyers as there are sellers (Kitces.com 2016).
• Client acquisitions are risky, lengthy and have a low success rate.
• Large upfront capital requirements are a hurdle to many negotiations.
• Negotiations take a lot of time away from working with existing clients.

The Solution…

Asset Builder

Using our proprietary acquisition system, we identify and acquire quality books of all sizes. We resell these books to our advisors looking to grow their practices through inorganic means. While the true success of any acquisition comes from the efforts of the individual advisor, our time-tested process makes our success rate among the top in the industry (90% retention 2017).