Matasar Jacobs regularly represents financial advisors and wealth management firms in the complex process of buying, selling, and transitioning practices. We provide strategic guidance in negotiating and drafting sale agreements, identifying potential issues early, and ensuring transactions are structured to meet business objectives.

Drawing on years of experience in the retail financial services industry, we help clients streamline the sale process, safeguard their interests, and connect with trusted resources for valuations, financing, and other critical needs. Whether you are a sole practitioner preparing for retirement, a team leader transitioning ownership to the next generation, or a firm looking to grow through acquisitions, we work to optimize terms and protect long-term value.

We also specialize in contingency succession agreements triggered by death, disability, or other unforeseen events. These agreements ensure fair value for the practice, compensation for families, and mechanisms for client service continuity. In this way, we help clients create an “estate plan” for their businesses that preserves their legacy and minimizes disruption.