Shawn Smith

Shawn Smith is the founder of Sell Your Financial Practice, and Financial Advisor Placement Services.  He has 24 years experience in Financial Servies and has an MBA from Bentley University, and a BA in Economics from Princeton.  He holds a series 6, 7, 24 and 63 licenses. We also have 6 consultants who support his efforts.

Comprehensive Consulting Services:

When and advisor decides to sell his practice, we help him each step of the way.  Our goal is to make sure there is a good transaction between the buyer and the seller.  The first step is for the seller to complete the financial practice survey so the we can understand his/her practice.  The seller will complete a confidentiality agrement with us, as well as with any interested parties.  We attain the financial details of the practice, as well as the asking price, from the seller to share with the qualified buyers in confidence.  We then arrange an introductory call.  We will create a market for your practice with a minimum of 3 bidding parties, and usually many more. Face to face meetings will be arranged.   After the face to face meeting to determine if there is a philisophical compatability, a deeper "dive" into the financials is encouraged by a third party valuation specialist.  We help narrow down the prospects to the most interested ones.  We then get competitive bids for the financial practice.  The next step is to draw up a contract between the two parties and determine the timeframe.  We are there every step of the way to consult with both parties and answer questions during the process.

Our Team

About Us

Sell a Financial Practice

World Class Service.

Our Mission

​1. Experience You Can Trust 

We guarantee effective and knowledgeable representation for you and your financial practice. Our reputation and history of success with our clients and their business needs speaks for itself. There's no substitution for the best.

2. Dedicated Service

We promise to work hard to get you the best available market price for your practice with qualified buyers through our network.  We will work with you every step of the way to guide you through the process.  You will feel confident in our ability to represent you. 

3. We Treat You and Your Business with Respect

You will be confident in our ability to represent your best interests in finding you a financial adivisor or firm who will be well qualified to purchase your practice.  We will help you to negotiate the best possible price at the best terms that the market will bare.   We’re committed to providing you with top notch  support and knowledge. We approach every client with a focus on integrity, advocacy, and understanding.