Financial Advisors
At Formula Business Brokerage, we specialize in assisting Financial Advisors with selling their firms or a portion of their assets under management. Our expert team guides you through the entire process, from valuation to closing, ensuring you receive a fair price and a smooth transaction. With our deep knowledge of wealth management firms, we help you navigate the complexities of the sale, maximizing the value of your business. Trust us to provide the strategic insight and support needed for a successful sale.
Third Party Administrators
For Third Party Administrators looking to sell their firms, Formula Business Brokerage offers unparalleled expertise and support. We handle everything from initial valuation to final closing, ensuring a seamless and efficient transaction. Our team understands the unique challenges of the TPA industry and is dedicated to achieving the best possible outcome for your business. With our specialized knowledge and comprehensive approach, you can trust us to deliver a successful sale.
Certified Public Accountants
Certified Public Accountants can rely on Formula Business Brokerage for expert guidance in selling their firms. We manage the entire process, from valuation to closing, ensuring you receive a fair price and that the transaction proceeds smoothly. Our extensive experience in the CPA industry allows us to provide tailored solutions that meet your specific needs. Let us help you maximize the value of your firm and achieve a successful sale.
INDUSTRIES WE SERVE
CLIENT TESTIMONIALS
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OUR PROCESS
Our process ensures clear communication and alignment from the very start, setting a strong foundation for successful outcomes. Our thorough business valuation and tailored listing options ensure that your business is presented optimally in the market. By rigorously screening potential buyers, we guarantee that only serious and qualified candidates are considered, saving you time, and increasing the likelihood of a successful sale.
1
Initial Consultation
We start with an introductory video conference to discuss expectations, timelines, fees, and the overall process, ensuring that our services are a great fit for you.
2
Business Valuation
Before listing, we conduct a detailed study of your business to determine a recommended listing price. Our valuation considers numerous factors both within your business and in the current market.
3
Listing and Marketing
Based on the valuation, we provide several listing options for you to choose from. Once you decide, we create marketing materials and begin promoting your business through various channels.
4
Buyer Screening
We actively search for buyers and ensure they complete a qualification form and sign an NDA. This ensures that only serious buyers are considered.
CONTACT US
Don’t leave the sale of your firm to chance. Choose a brokerage firm with the expertise, dedication, and proven success to guide you through every step of the process.
PHONE
360-837-5061
Contact Formula Business Brokerage today to schedule a consultation and discover how we can help you achieve the best possible outcome for your business.