: Platforms like FP Transitions or RIA Match serve as digital matchmakers for buyers and sellers.

: Your own broker-dealer may have a "treasure trove" of information on advisors planning to exit.

: A popular choice offering up to 10-year repayment terms and flexible collateral requirements.

: Specialty lenders like Oak Street Funding or SkyView Partners provide industry-specific financing that can sometimes cover up to 100% of the deal.

Success depends on looking "under the hood" to ensure the practice is sustainable: