The 2003 PTR contains data collected from over 3,000 active buyers and sellers of advisory practices, case studies of successful advisors in transition, and tips for advisors on creating value in a practice, managing the tax implications of a transaction, and minimizing the risks involved.  A comprehensive analysis of buyer and seller activity in the transition marketplace, the report covers many topics including:

The data for the annual PTR is collected from FP Transitions, the most advanced succession planning forum in the industry. FP Transitions provides a complete system for the sale or purchase of financial advisory practices.  Visit us at www.FPTransitions.com.

Act4Advisors is a custom ACT! database and design specifically for financial services professionals. With our experience in financial services and ACT!'s experience with contact management, we have designed Act4Advisors with the needs of most financial professional's in mind.

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