Advisor Successions

Advisor Successions understands that a financial planner’s greatest asset is their business, and when looking to transition they need more than just a typical posting. We offer top of the line concierge services to financial advisors for all their buying, selling, or transitioning needs. Advisor Successions individual approach allows clients to connect with their best possible match. Our professionals are recognized experts in the financial advisory field, as a result they know how to guide and help their clients on a personal level. Advisor Successions’ experts have constant contact with their clients from beginning to end and thereafter, so you can be reassured that we will meet your needs and wishes, throughout your transition process.

Advisor Successions mission is simple – help financial advisors grow through acquisition, protect their business with a succession plan, and manage the transition of their business through the right connection and service.

Advisor Successions can help by introducing you to a independent, third party valuation firm in order to determine the market value of your specific business.

 Whether you are planning on buying or selling a business, or you want to create a death and disability plan, market estimates are a great resource for advisors that are curious about the value of their business for planning purposes.

Whether you plan to transfer your practice to a partner, family members, employees, or a third party it is important to understand the value of the company. Regardless of who is most likely to be the successor, it is important to know how and why that value can be different for each of the parties. Advisor Successions helps connect sellers across the country with prequalified buyers. This proven process helps to reduce the headache of finding the right successor, thus removing the guesswork.