Protect yourself during firm M&As

When selling or merging your practice, protect yourself and your clients first.

This is the advice a panel gave at the TD Ameritrade Institutional annual advisor conference, reports financial-planning.com.

Though securing a fair purchase price is crucial, FP adds the experts’ stressed a solid agreement and preserving your firm’s values is key if a merge or new partnership is in the works.

Read:

Why partnerships make sense

When good partners go bad

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Closing the deal in volatile markets

Acquisition pricing challenging for Canadian firms

5 M&A trends to watch for in 2013

Knowledge checklist for passive partners