Advisor Successions is a firm specializing in matching qualified buyers and sellers of financial advisory practices nationwide.
When buying, selling, or transitioning a financial advisory practice it is vital to have professional support from a focused, specialized advisor in order to produce great outcomes.
Events & Resources
Advisor Successions hosts numerous events each year to help advisors with their planning and strategies. More information here
For Buyers
An acquisition is the quickest way to grow your business. Finding a business can be difficult and time consuming. Advisor Successions offers the tools and advice necessary to make the process as quick and rewarding as possible.
For Sellers
Advisor Successions can help by introducing you to a independent, third party evaluation firm in order to determine the market value of your specific business.
Our Mission
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.
For Buyers
How does the Advisory Practice Buying Process work? Bring your practice to the next level. We help you grow through acquisitions.
For Sellers
How does the selling process work? We help you find QUALIFIED buyers for your financial practice.
We Have Expertise In The Main Areas
Being a consulting company that specializes in helping financial service companies, Advisor Successions gives you the tools needed to obtain, bring together, look after, and transition your business. Over the past three years, Advisor Successions has put together hundreds of deals, and overseen the successful transition of billions of dollars in AUM.
About Us
Garrett Taylor is the founder of Advisor Successions and sister company Coastline Wealth Management, both founded in 2012. Advisor Successions is a leading national consulting firm for financial advisors and wealth managers interested in buying or selling financial advisory practices. Coastline Wealth Management, Mr. Taylor’s independent investment advisory firm, has grown from $20 million in AUM to $1.5 billion in AUM in less than ten years, predominantly through acquisitions.
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.
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.
