Prospective Advisors
Secure Your Legacy: A Succession Planning Solution for Financial Advisors
You've Built Something Special. Let's Preserve It.
After decades of servicing clients and building trusted relationships, planning your retirements shouldn't mean walking away from your life's work. Our succession planning program offers you something different: a way to protect your clients while maximizing the value of your practice.
- Gradual Client Introduction: work alongside your successor for up to 36 months, allowing clients to become comfortable with their new advisors while you remain involved
- Cultural Alignment: We match you with advisors who share your investment philosophy and service approach
- Relationship Preservation: Your clients continue receiving the personal attention they've come to expect
- Communication Control: You maintain authority over how and when transition messages are delivered to your clients
- Premium Valuations: Receive top-of-market multiples for your practice
- Structured Payouts: Choose from various compensation models, including upfront payments, earn-outs, and ongoing revenue-sharing
- Tax-Efficient Options: Work with our specialists to structure the transition in the most tax-advantageous way
- Revenue Protection: Our high client retention rates help maintain value of your practice through the transition
- Flexible Transition Period: Create 2-5 years stepping-down plan that suits your goals
- Optional Advisory Role: Maintain client relationships as a senior advisor or consultant
- Mentorship Opportunities: Share your wisdom while reducing your daily responsibilities
- Part-Time Options: Scale back gradually while ensuring business continuity
Your Succession Planning Timeline
Why Advisors Choose Our Succession Program
- Proven Track Record: Successfully transitions over 8 practices with a 95% client retention rate
- Resource & Support: Full transition team including operations, compliance, and client service support
- Clear Process: Structured timeline with defined milestones and responsibilities
- Client-First Culture: Partnership with a firm that shares your commitment to exceptional service
Ready to Explore Your Options?
Let's have a confidential conversation about your retirement goals and how we can help you achieve them while protecting your clients and your legacy.
