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.