Buy a financial advisory / wealth management in Canada.
Sell or acquire a financial advisory or wealth management practice.
What makes a financial advisory / wealth management valuable.
These are the value drivers SAZ verifies in diligence and protects through deal structure.
AUM (most important)
Recurring fee revenue
Client age profile
Advisor retention
What to investigate carefully.
Specific to financial advisory firms. SAZ runs full DD; these are the make-or-break areas.
Client retention post-sale
KYC compliance
Trailers vs fees
Who else buys financial advisory firms.
Understanding the buyer pool helps you price competitively and structure your offer.
PE-backed wealth platforms
Bank-owned dealers
Larger IIROC firms
Buy a financial advisory / wealth management in these 30 Canadian markets.
Also relevant.
Sell a financial advisory / wealth management
Understand how sellers think — improves your offer positioning.
Financial Advisory / Wealth Management valuation
Detailed valuation methodology and industry-specific multiples.
All business types
Browse 124+ buy-side guides across 15 categories.
Define your acquisition criteria with a senior partner.
30-minute call. NDA-protected. info@Sedighi.ca or (604) 632-4959.