Two years ago it was hard to find a business for sale. Today, acquisitions are becoming a common growth strategy for financial planners. Interestingly, most acquisitions are financial planning practices buying other financial planning practices — they are not being bought by institutions. Square Peg Financial welcomes such acquisitions within our industry and is ready to look at your financial planning business today. Preferably, we seek to buy Risk Insurance businesses but we are open to looking at all financial planning practices as well. We offer flexible terms, assist with your staff and work closely with the Principal to help pave way for his/her retirement or help transition the remaining time they wish to stay in the financial services industry.

Come and talk to us today!