Consulting

 

 

 

Advisor Successions offers comprehensive consulting for both the buyer and seller.  In many situations two interested parties need a liaison to help facilitate the transaction.

Let Advisor Successions be your guide!

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CONSULTATION & SUPPORT
Many financial advisors have already identified a successor as well as a vision for what their succession plan should look like. However, many of these advisors often struggle with the execution of the plan. For most, this process will be a first time experience filled with emotion and bias. Utilizing a third party firm allows for objective advice to allow for a smooth transaction.
Here at Advisor Successions we provide comprehensive deal support including the following services:

Our Comprehensive consulting includes:

  • Negotiations
  • Deal Support
  • Deal Structuring
  • Purchase Financing and Lending options 
  • Valuations (Provided by Advisor Valuations)
  • Paperwork preparation and Closing Documents

As part of our flat fee service an advisor has access to our full team of transaction support analysts, as we as our comprehensive library of closing documents. An advisor can feel confident that our team will be able to help in all aspects of the deal, from initial negotiation thru client transition support and coaching. Our pricing model is designed to allow for each transaction to have a designated analyst provide as much time necessary to facilitate a transaction without charging hourly.

 

REVENUE OF PRACTICE ($)                                          FEE

  • Up to 250k   …………………………………………….    $5,000
  • 250k to 500k      ……………………………………….    $6,000
  • 500k to 750k     ………………………………………..    $8,000
  • 750 to 1 Million   ………………………………………    $10,000
  • 1 Million +              …………………………………….    $14,000
  • Paper work only ……………………………………….    $3,000
  • Buy sell only    ………………………………………….    $1,500

For more information please call:  631-509-4720