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.