Financial Planning Division

M&A Partners for the Financial Planning Industry

CURRENT HERO GRAPHIC - Home Page - Frame 327-3

Industry Leaders.

We specialize in the Financial Planning Industry.

DealPoint represents investment partners in the market to acquire Financial Planning firms.

Get in touch to learn more about our industry-specific approach.

Learn more about our team: DealPoint.com/about-us

Want more info?  Info@DealPoint.com

 

Financial Planner
Financial Planners

What we're looking for:

Revenue Range: $500K - $100M

Financial Planning firms that provide:

  • Investment Management
  • Comprehensive Financial Planning
  • Retirement Planning
  • Tax Planning and Optimization
  • Financial Education and Coaching
  • Insurance Planning
  • Education Planning
  • Debt Management
  • Cash Flow and Budgeting
  • Specialized Financial Advice
  • Risk Management

 

Our Process:

phone-call-01

 Introductory Call

We take the time to understand your goals, answer your questions, and give you an overview of our strategy.  We will keep this call or meeting private.

line-chart-up-01

Confidential Review

We'll sign an NDA and review key business information to see if your business is a good fit for our investment partners. 

file-heart-03

Deal Coordination

We can help coordinate the entire deal process - from introductory meetings through deal closings.