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Over 20 Years of Selling Financial Planning Practices


Right now, there are dozens of buyers interested in purchasing financial planning practices in the Twin Cities area.

Multiple buyers put you, the seller, in a position of strength while Sunbelt’s confidential and competitive process ensures a timely closing.

Find out what your practice is worth today.


Recently Sold and Listed Companies

Outstate MN Wealth Advisory Firm

  • Seller had an incumbent Buyer
  • Sunbelt brought a more experienced Buyer with a much stronger offer

Northwest Metro Financial and Accounting Practice

  • 3 buyer/seller meetings
  • 2 offers
  • Sold Accounting firm to one Buyer and the Financial Clients to a second Buyer

North Suburb Financial and CPA Firm

  • Buyer was an out of State Strategic
  • Full Price offered on both the Financial and CPA portion of the business

Get a No-Cost, Confidential Business Valuation today!

All your information is kept 100% confidential.

Fill out this form now and a Sunbelt Business Advisor will get in touch with you.







    CONTACT A SUNBELT BUSINESS ADVISOR INDUSTRY EXPERT

    Lisa Meyer, MBA, (Series 7, 63 CMFC, CRPC [inactive])
    Business broker and financial services industry expert.

    Lisa specializes in facilitating business transactions of companies valued at under $10 million.

    You can learn more about Lisa here.

    Matt Sobieski Business Broker Sunbelt Midwest

    Matt Sobieski, CPA
    Business broker and financial services industry expert.

    Matt has over 14 years of experience as a CPA specializing in tax, real estate, and business consulting.

    You can learn more about Matt here.


    Sunbelt Business Advisors is a proud member of the Financial Planning Association Minnesota and the Minnesota Society of CPAs


    LOOKING FOR AN EXIT STRATEGY THAT
    MAXIMIZES VALUE?

    As Minnesota’s largest seller of companies, our team assists hundreds of business owners each week with various parts of the exit process.

    We’ve created a video series called 24 Rules to a Successful Business Exit, showcasing the rules which must be followed to maximize your odds of a successful exit.


    WHAT OUR CLIENTS ARE SAYING

    James MileyJames Miley
    18:21 22 Nov 22
    I was looking to sell my business and interviewed three candidates to manage my sale. After considering all three, I was most comfortable with Mike Slater at Sunbelt. Mike was very helpful in and understood the complexities of selling a healthcare business.Her worked with both myself, and the buyer to educate us of the process and what we should expect as the transaction progressed. Both the buyer, and I were very impressed with the communication throughout the transaction.Mike assisted the buyer in obtaining necessary fund needed to facilitate our deal. All around, I would rate Mike Slater and Sunbelt a solid #10!James MileyFormer PresidentSymphony Senior Services, Inc
    Destini LonnquistDestini Lonnquist
    19:40 21 Oct 22
    Sunbelt and Brad Peterson did an incredible job in helping me with the purchase of a new company to expand my existing one. There are so many details in many departments and Sunbelt was fully equipped to handle everything in a seamless process. Brad is an awesome communicator and an excellent professional Broker. I look forward to woking with Brad Peterson and Sunbelt with all of my future endeavors. Thank you for everything you did to get this deal done! I would highly recommend Sunbelt Business Advisors and Brad Peterson.
    Gene KrupaGene Krupa
    21:12 07 Aug 22
    Randy Krivo is the consummate professional. His dedication and attention to detail are second to none. He is very organized and has a calm yet motivating demeanor. He worked closely with us through the entire transaction and was always available including evenings and weekends. From the evaluation process to the closing of the sale we knew Randy’s expertise in the optometric industry made him the right person for the job. His ability to collect, analyze and present our financial data was instrumental in creating value and interest in potential buyers and bankers. We actually had 3 interested parties within a month of listing our business which resulted in a full price offer. Highly recommended!
    Denise KaitalaDenise Kaitala
    18:17 22 Jul 22
    Selling a business can be a daunting task. Keith did a wonderful job establishing an asking price for the business, qualifying potential buyers, setting ground rules for professional communication and ensuring the deal made it to the finish line. We appreciate Sunbelt's professionalism and willingness to keep goodwill even when we backed out of a couple deals that weren't quite right.
    Don JensenDon Jensen
    17:45 06 Jun 22
    Recently worked with Peggy Demuse to sell the company I had held for 30 years. At first I was simply impressed. Then a glitch came along at closing, as they often do. The way in which Sunbelt took care of me is simply not heard of now days. I found myself going from impressed to OVER THE MOON AMAZED. If you are the President of a company, spinning in your chair, wondering "what's next", call her. Thank you team Sunbelt
    MarkMark
    19:57 08 Apr 22
    Sunbelt and Lisa Meyer did a great job helping me buy my new business. Lisa's expertise in guiding me through the process was instrumental in a smooth transition. Their finance department made the process simple of getting a loan. If you are looking to buy or sell a business in the future, I would strongly recommend Lisa and Sunbelt.
    Muzaffar ZamanMuzaffar Zaman
    21:49 14 Mar 22
    Have been working with Sunbelt and Mike Wheelock for last 9 years. Mike has helped us in all aspects of multiple business transaction (both as Buyer and Seller). From lenders to accountants to giving advice on new small business operational issues and advise, he is a WEALTH of knowledge. Always responsive and knows how to bring these transactions to a finish line... I highly recommend Mike to all future buyers and sellers...
    Kristin SmithKristin Smith
    01:18 18 Feb 22
    Trustworthy, dependable, reliable, determined, knowledgeable, confident and effective. The successful decision to sell my unique family business was only possible with help from the most incredible team I could have ever asked to know. Matt Schroder and Jeff Mills changed my life. Finding an ethical broker team to guide me through unknown waters was an experience I will never forget. Worry-free retirement here I come. My deepest thanks for always going above and beyond, because that's just how you two do.
    Tylor KlishTylor Klish
    01:57 17 Feb 22
    Sunbelt is by far one of the best in the industry! Their brokers are on point and they get the deal done. I was looking for a new business and closed the deal within 4 months. I recommend talking to Brad Peterson if you are looking to buy or sell a business!
    Keith Payne did a phenomenal job in managing our acquisition deal. He kept us updated and handled the details and changes we encountered in a timely and professional manner. I would highly recommend Keith and his office!
    Paul DormodyPaul Dormody
    22:19 01 Feb 22
    My wife and I read about Sunbelt Business Advisors in the May issue of Insurance Minnesota and decided to give Keith Payne a call. After meeting Keith and deciding the time was right, we listed our agency for sale with Sunbelt. We have been happy with that decision.Sunbelt and Keith assisted us every step of the way from valuing our agency, advertising the prospective sale, helping us interview interested prospects and working through all details of the final sale. At the end of the day, we felt that Sunbelt offered us the expertise we needed in order to market and sell our agency to the right buyer at the right price. Our experience was very positive and we are comfortable giving Sunbelt, and Keith, our highest recommendation.
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    Call Sunbelt Business Advisors at 612-455-0880 Today

    Everything we discuss is 100% confidential with no cost or obligation.