Rethinking Your Growth or Exit Strategy through Practice Acquisition

Date & Time: Coming Up

We help financial professionals acquire financial practices to ensure their businesses can grow while making a meaningful impact on their new clients. Join our seminar and ask how Fortis Lux can help with infrastructure, support and financing.

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Buyer or seller solutions


Explore the insightful guide to acquiring a financial advisory practice.

As a financial advisor looking to buy a book of business, it is essential to understand the valuation process.

Financial advisors face a multitude of concerns when considering the purchase of a book of business.

Continuity Planning: Who’s in Charge Now?

The resources for your acquisition strategy


Practice Acquisition Readiness Checklist

Download this complimentary Practice Acquisition Readiness Checklist and learn how acquiring another practice could help you realize your growth goals.
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Practice Valuation FAQ

Find answers to the most frequently asked questions by financial professionals who want to determine the value of their practice and explore acquisition strategies.
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