Financial Advisor Succession Agreements


Complimentary Consultation


Financial Advisor Succession Agreements


Complimentary Consultation

 

According to a recent Financial Planning Association poll, a shocking 73% of financial advisors have not prepared a succession plan, despite 93% realizing that lacking a plan poses a substantial risk to their financial survival.

According to a recent Financial Planning Association poll, a shocking 73% of financial advisors have not prepared a succession plan, despite 93% realizing that lacking a plan poses a substantial risk to their financial survival.

Chances are high that your book of business is one of your largest assets. You’ve worked hard for many years and forged lifelong relationships with your clients to be in this position. You deserve to be confident in knowing that your exit strategy will ensure that your clients will be taken care of, while providing you with optimal financial value.

Those who view their succession as a singular event, as compared to a process, will likely compromise their objectives when it comes time to exit. AdvisorLaw offers all of the guidance and services necessary to help you formalize a plan that reflects both your best interests and those of your clients.

Selling Your Financial Practice 

AdvisorLaw is a one-stop-shop providing complimentary business valuations, successor and partner sourcing, contract preparation, and more.

We can help you find the right match through our Practice Purchase Network (PPN). Our team will aggressively seek to secure a deal that meets your demands and will manage your transaction from start to finish.

Take a look at our national network of buyers:

Practice Purchase Network Buyers

If you’d like to learn more, give us a call today at (303) 952-4025, or simply complete the form below for a complimentary consultation. 


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