Block Acquisition
Many Advisors have an opportunity to acquire a block of business. The question is whether it is the right fit for the organization.
KolodaCORE can help you:
- Assess the value of the business
- Assist at the negotiating table
- Integrate the new business into your organization
- Create non-compete clauses.
- Moderate Advisor (seller) involvement.
- Identify and resolve compliance issues.