Succession Planning

Successional planning is imperative to all senior advisor’s thinking about retirement and how they’ll leave their legacy behind.

35% of advisors over 50 do not have a successor

Having a successor in place is a strategic business decision.  Finding a successor before your retirement allows peace of mind knowing your life’s work will be in good hands. It’s not only your duty as an advisor but for your clients and their next-generation.

If you are an advisor looking to find a successor, our network of relationships in the financial services industry allows us to match the perfect fit for you.

If you are looking to build your business, our industry wide search for senior advisors enables absorbing outside assets to their team, OSJ, RIA, independent practice etc.

If you are a junior advisor, this is an amazing opportunity for you to team up with a retiring advisor whether their timeline is 1, 3, or 5 years. You will have embedded yourself to be able to acquire an amazing practice. 

Our expertise flourishes pairing younger advisors with  senior advisors. We have the relationships, we know what the senior advisor is looking for in their successor and we go out and find the perfect fit.