BUYING-SELLING A PRACTICE
One of the many advantages of affiliating with an independent broker/dealer is the portability of your practice. There are over 1,000 correspondent firms which hold customer accounts and clear transactions through Pershing. This wide network allows client accounts to be transferred from or to other correspondents without being subject to ACAT and other transfer fees.
With over 80,000 financial advisors clearing through the Pershing platform, there are more opportunities for buyers and sellers of an investment practice to acquire other firms or be acquired by other firms with minimal transitional costs, paperwork and retraining on new systems.
FP Transitions is the leading firm in bringing buyers and sellers of investment businesses together. To find out more about the acquisition services available from FP Transitions, please explore the link below:
http://www.fptransitions.com
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