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Warner Norcross + Judd LLP is a corporate law firm with over 230 attorneys serving clients in nine offices throughout Michigan. Among the largest law firms in Michigan, Warner works in virtually all areas of business law.

Michigan Law Firm - Warner Norcross + Judd LLP

Sarah Harper is today’s featured attorney in this episode of our <a><em>Legally Speaking: Broker-dealer and Investment Adviser Industry Insights</em></a> vlog. A member of Warner’s Mergers and Acquisitions Practice Group and Funds and Investments Industry Group, Sarah specializes in investment adviser and broker-dealer transactions. She provides valuable considerations when preparing to sell your investment advisory business and covers these essential steps in detail:

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Prepare for the transaction and identify potential buyers.

Conduct due diligence and define key deal terms.

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By following these steps, businesses will be more equipped to maneuver the complexities of investment advisory mergers and acquisitions. Sarah’s guidance, along with Warner’s experienced team of attorneys, help clients achieve successful deals that align with their strategic objectives, delivering value at every stage of the transaction and positioning them for long-term success.

Click on the link below to watch the video.

Getting Ready to Sell Your Investment Advisory Business

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Look for additional Warner vlog recordings in the near future from Warner’s Funds and Investments Industry Group.

Legally Speaking: Broker-dealer and Investment Adviser Industry Insights

Funds and Investments

Associate

Sarah Harper

Corporate

Mergers and Acquisitions

Warner Norcross + Judd LLP is responsible for the contents of our advertising and this website. Please read our full <a href="/privacy-policy/" aria-label="see privacy policy">privacy policy</a> available on our website. If you have any questions or comments about our website or our Privacy Policy please contact us at <a href="mailto:info@wnj.com">info@wnj.com</a> or 616.752.2000. 

Getting Ready to Sell Your Investment Advisory Business

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