We Facilitate Mergers and Acquisitions with Strategic Insight and Expertise.

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.

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 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.