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My Advisor Group
Selling the book of business has never been so easy!
Get matched with qualified advisors looking to buy your book of business for a flat fee of CAD $2,500.00 exl tax.
1. Verified Financial Advisors that match your client base and understand their needs.
2. Templated Buy-Sell Agreement.
3. Dedicated payment and client account transfer tracking support.
4. Invoice upon signing the agreement.
List Your Practice.(Seller's Form)
No Upfront Costs – Pay Only Upon Agreement. Sellers are invoiced only after the agreement is signed, making the process risk-free and stress-free.
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