We help financial advisors achieve their retirement goals by implementing our proven succession plans. We typically pay 2.5 times revenue for practices, and we have sample contracts, timelines, and client facing documents for your review. We do all the transition work for you. In consultation with you, we draft and implement all transition and succession documentation and contracts. Once all contracts are approved and executed we prepare and mail client transition letters. We handle the transition of client files, company phone numbers, websites, etc. We strive to maintain a seamless and consistent experience for your clients. We offer a full suite of fee based and commission based products and services, as well as insurance, tax preparation services, and financial planning. Our goal is to transition 100% of your client accounts unchanged, and maintain your existing service model. We can help you transition from advisor to retired in as little as 3 months. If you are not ready to retire, but want to have a plan in place to protect your loved ones, we also provide "death or disability only" succession plans. These plans can later be converted to an active succession plan when you are ready to retire. If you would like to learn more about our succession plan opportunities please contact us for a no pressure conversation today.

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