Information For Buyers and Sellers

What Types of Companies Can We Help With?

Broker Dealers
Assets $250 million+
Representatives 150+
Asking Price $2-$15 million

Registered Investment Advisors
Assets $100 million+
Asking Price $2-10 million+

Agencies
Sales $50 million+
Asking Price $1-5 million+

How to Buy a Financial Services Practice
The purchase process can be very complicated and take an extended period of time. Let us partner with you to help alleviate the frustrations and increase the speed of the process. Contact us to discuss your options.


Our Confidentiality Policy
NovaSource Corp will not release any information or detail about your company until we have discussed the potential buyer with you and you have given us a release to disclose information about your company or firm.


Why Do Owners Sell Successful Practices?
There are many reasons individuals sell their practice even if they are extremely successful. Some of the most common reasons are that:

- The owner of the business has decided to move on to a different pursuit
- The regulatory responsibilities have tired the owner
- Personal obligations will not allow for the time needed to run the business


Length of the Process
The length of time it takes to close the deal may vary. The variables that determine the amount of time it will take to complete the cycle include regulatory processes and the owner's preferences and requirements of potential buyers. The regulatory process timeframe varies by state. Timeframes may vary from 4 weeks to several months. If the shell is clean, the turn around time is very fast.


What is Needed to Sell
Depending on the size of your company or current constraints, what is needed to sell is varied. Please contact NovaSource Corp to discuss your personal business case.


Determining Company Worth
NovaSource Corp determines the potential value of your company based upon accepted industry practices, current market dynamics and factors. Previous clients have been extremely satisfied with our evaluations. Please contact us to discuss your potential.