Business Sale & Acquisition

Ardent Retirement Planning can consult with you on buying a new practice or selling an existing practice. We will help advisors build their business, create a valuable business entity, or work on a plan to transition out and finally sell the business.

Ardent Retirement Planningcan assist advisors with:

  • Acquisition plan development
  • Due diligence
  • Business valuation
  • Financing options
  • Deal negotiations
  • Strategic planning
  • Operations integration
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Securities offered through Securities America, Inc. member FINRA/SIPC, Ardent Retirement Planning Advisors are Registered Representatives. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm, Ardent Retirement Planning Advisors are Financial Advisors. Ardent Retirement Planning and the Securities America companies are separate entities.Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.Securities licensed in AZ, CA, CT, FL, IL, IN, KS, MD, NJ, NY, NC, SC, TN, WA, PA