Succession Planning

Why Choose

You have many choices when it comes to choosing a partner for succession, but not all wealth management firms are created equal. 

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Keys To A Successful Transition

In our experience, the most important aspects of a successful transition are making sure buyer and seller have similar investment philosophies and similar client profiles.

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The Path To Transition

We have experience transitioning clients to our firm from our previous acquisitions. You can trust your clients will be communicated with and welcomed into our family of clients from the first moments of transition.

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The Buy/Sell Process

There are four main steps to the buy/sell process. The thread that we feel keeps the process moving in a positive manner is communication. 

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The decision to sell a business is never easy, but deciding to sell is only the first step in the business transition process. When you’re ready to retire or switch career paths, knowing where to turn can be a challenge – unless you know where to look. Your business is built on the relationships you have with your clients, and on your good name. Successfully transitioning means knowing how to place a value on your practice, selling it for a fair rate, and ensuring ongoing superior care for your clients.

Protect & Unlock Your Value Through Succession Planning

Protect & Unlock Your Value Through Succession Planning


  • How succession planning can help increase your practice value
  • Top transition pitfalls to avoid
  • How to time your exit to maximize value
  • Simplified solutions for transitioning on your terms


If you’re ready to talk about selling and transitioning your financial advisory practice, we would love to hear from you. Let us show you the customer care we are known for as we help you successfully sell your business and care for your clients, all for a fair rate and with ease. Find out why our clients choose us for all of their financial needs.

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