Do You Have a Succession Plan or Looking to Sell
Your Book of Business?
The decision to sell a business is never easy, but deciding to sell is only the first step in the business transition process. You built your business on the relationships you have with your clients and successfully transitioning means knowing how to place a value on your practice while also ensuring superior care is continued for your clients.
Our Approach
At Kraeutler Financial, our mission is to be a steward for our clients and the investments they have entrusted to us. As money is a means to an end and not an end to itself, we are responsible to establish a foundation and a path for our clients to live their best lives.
The KF Advantage
At Kraeutler Financial, thoughtful planning, meticulous culturing and care are abiding principles shared within the world of asset management.
We construct our portfolios and allocate assets using our Total Return strategy. At its core, we look to create a long-term plan for growth and a clear plan for an income stream.
Our clients understand the construction of their portfolio, how goals can attempt to be achieved along with income strategies provided if possible. Without that understanding, the volatility of the markets and the resulting emotional turmoil make it difficult for people to implement their financial plan and goals to their conclusion. No strategy assures success or guarantees against loss. Investing in securities involves risk including possible loss of principal.
We are there, every step of the way, to help our clients in their life's journey, matching their financial situation with their dreams and aspirations.
The Checklist for a Successful Transition
- Valuation - The first step in selling your practice is determining the value of your financial advisory firm. Placing a value on relationships and service can be difficult.
- Compatibility - Firms are evaluated for compliance and compared for compatibility before committing to a relationship. Prior to acquisition, it is necessary to explore financial history, licensing, and a few more details. We also want to ensure your clients continue to get the same great service they are used to.
- Integration - Once we have determined our business style and philosophy is a match for yours and your client base, your clients will begin the integration process. We will communicate the change to your clients and schedule introductory meetings with them, to ensure a seamless transition.
BEGIN YOUR SUCCESSFUL TRANSITION TODAY
If you’re ready to talk about selling and transitioning your financial advisory practice, we would love to hear from you. Let us show you the customer care we are known for as we help you successfully sell your business and care for your clients.
Click the button below or give us a call at (973) 867-1387 to set up a meeting today!