Succession planning
A transition plan built 3 to 5 years out, not the week you retire.
- Transition plan and timeline
- The right corporate structure
- Matched with a buyer or successor
For financial advisors
Plan what's next for your practice.
Thinking about succession, a move, or just running a better practice? We coordinate it, connect you with the right people, and you stay in control of every decision.
What we do
Everything around your practice, in one relationship.
Pick one thing or all of it. We set up and coordinate; lawyers, CPAs and valuators do the professional work.
Firm fit
We assess your options and help you find the platform or firm that suits your book and your goals.
- Compare platforms side by side
- Payout, tech and support reviewed
- Transition support if you move
Technology
Get your tools talking to each other before you buy anything new.
- Stack review
- Planning software and CRM setup
- Client portals and platforms
AI integration
Put AI to work on the admin, so you spend more time with clients.
- Claude for you and your team
- Connectors to the tools you use
- Custom workflows, privacy settings on
Website and lead gen
A modern site that's ready for compliance review, plus help finding new clients.
- Compliance-ready website
- Approved through your dealer
- Client lead sourcing
Professional network
Trusted partners for the work that needs a licence.
- CPAs for tax and incorporation
- Lawyers for contracts and estates
- Valuators for what your book is worth
How it works
Start with where you want to be in five years.
Conversation
A confidential call about your practice, your clients and your goals.
Options
We lay out the paths: succession, a move, or upgrading where you are.
Coordinate
We bring in the right firms, CPAs, lawyers and valuators, and keep it moving.
Stay close
Ongoing tech and AI support, and a partner for whatever comes next.
Questions
What advisors usually ask.
Does this cost me anything?
Succession and firm-fit help is free to you. The firm or buyer you choose pays us, and we tell you that before any introduction. Technology, AI and website projects are billed as a project fee.
Do you work with specific firms?
Yes. We have agreements with a network of partner firms and platforms, and we'll always tell you which ones pay us. We lay out the options that fit your book and your goals, and the decision is always yours.
Is our conversation confidential?
Yes. Nothing about you or your book is shared with any firm without your permission.
Do you give investment, tax or legal advice?
No. We coordinate and introduce. Licensed CPAs, lawyers and registered advisors give the advice.
I'm years away from retiring. Is it too early?
It's the right time. Good succession is a 3 to 5 year project, and the advisors with the most options are the ones who start early.
Let's talk
Where do you want your practice in five years?
A confidential conversation, no obligation. We follow up within one business day.