Financial Planning Division

M&A Partners for the Financial Planning Industry

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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

 

Read our Blog Post: "Signs You're Ready to Sell Your Financial Planning Business"

Our Process:

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 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.

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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. 

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Deal Coordination

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

We can help you and your business navigate "inflection points"

  Approaching Retirement

 Needing investment capital to fuel growth

  Getting ready to exit the business for personal, professional, or financial reasons

  Taking chips off of the table but remaining involved

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DealPoint's mission is to connect the right investment partners with the right business owners at the right time.

Info@DealPoint.com | DealPoint.com

(c) Deal Point LLC