Advisor Amplify Program – Elite Advisor Institute

Amplify

Successful acquisitions offer tremendous opportunities for you to grow your practice. For both new and experienced buyers, our Elite Advisor Institute (EAI) offers the Advisor Amplify Program designed to help you navigate the unfamiliar waters of buying a practice. If you want to grow your business through acquisition, this program offers you the best practices and guidance to ensure a smooth and successful transition.

Prepare

This is the concrete and rebar of the acquisition process. Understanding your firm’s operations is key to making a successful acquisition. We will run an in-depth analysis of your practice’s workflows and internal infrastructure to determine how large of an acquisition your firm is capable of making.

Source

After preparing your firm, the next step is finding a practice to acquire. In order to amplify a successful acquisition, it is important to find a firm that will be a proper fit with your existing structure. We will go over strategies to ensure that your acquisition is a proper fit for you.

Negotiate

In any transaction, the best recipe for success is a win-win situation for both the buyer and the seller. During negotiations, it is important to remember not only to negotiate the price of the arrangement, but also to remember the terms of the deal as well. EAI will be there to help with the contracts and make sure the terms and agreements are in order.

Close

This is the step where you sign the physical contract and execute the elements of the purchase agreement. During this stage we will help you to prepare for the influx of new clients and meeting their needs.

Retain

After closing on the agreement, you must earn the trust of your new clients by demonstrating the capabilities of your practice. You will need to show that the two firms are complementary and that they will continue to receive a high level of service. We will help you to work your new clients in with the existing ones so that your overall models are similar and serviceable.

Repeat

This is the step where you sign the physical contract and execute the elements of the purchase agreement. During this stage we will help you to prepare for the influx of new clients and meeting their needs.

Advisor Amplify Program Submission