Wirehouse deals have reached unprecedented levels. In some cases; over 400% of trailing twelve deals have been secured. In addition to unprecedented high level water marks being recorded in the deal market, global capital markets have recently also registered. In other words; the planetary alignment for advisor deals is unique and it is mere prudent business practice to consider your business' current market value.

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With nearly 40% of Financial Advisors (FAs) retiring in the next couple of years, these wirehouse firms are now in search of experienced advisors to takeover books, and the deal market cannot be hotter. Whether wanting to move from your current wirehouse to another, or seeking a sunset deal wishing to retire a few years, currently, the uniquely historic opportunity to takeover multi-million dollar books, or conversely sell your book upon retirement, has never been better. Recently negotiated deals have realized 300-400% of T12 and often included taking over $200 to $300 million books as part of that deal. 

 

In short, this current demographic paradigm shift we face has resulted in a never before hereto window of opportunity to acquire a lifetime of asset gathering in one felled deal. 

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