grow exponentially, not just organically

Growing through acquisition

Changing the Way You Think
Developing dynamic strategies is not a linear process; work with a skilled and experienced leadership team to increase top-line growth and bottom-line profitability. Our team aims to provide an end-to-end perspective with fully-integrated solutions for your business growth plan. You want to grow faster, but you're not sure how. At Fortis Lux Financial, we can help you grow your business through organic growth or strategic acquisition.

Changing the Way You Think

Acquisition

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Today's Challenges

Finding the Right Successor: 51% of independent financial advisors say finding a successor or partner is their top challenge.*

Structural Challenges: 15% of independent financial advisors say growing their business is their top challenge.*

Mechanical Challenges: 12% of independent financial advisors say the mechanics of creating a succession plan are their top challenge.*

* Financial Planning Association: The Succession Challenge 2018 - Why Financial Advisors Are Failing to Plan for the Inevitable, June 2019.

ACQUISITION

How to Grow Your Business through Acquisition

Our team helps you create your buying power and puts you in a stronger position to compete in today's marketplace. We provide financial professionals with access to the resources and capital of a well established firm without sacrificing the support.

Leverage our in-house due diligence team and resources to quickly and efficiently identify, assess and close the right deal. It's the perfect way to add capacity without adding overhead.

Your value as a financial professional is significantly enhanced by the ability to offer your clients a full suite of products and services. By joining forces with Fortis Lux Financial, you can immediately expand your service offerings and better serve your clients' needs. Remember, it's not price or terms that win the day, it's the opportunity to increase the value you bring to your clients.

Price: Negotiate the price and determine buyout multiples.
Terms: Discuss payment structure. How and when the agreed-upon price is paid.
Taxes: How and when proceeds from a deal are taxed. How, when, and if the seller can reduce taxable income.

The resources for your acquisition strategy

RESOURCE CENTER

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.