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!

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.

Comprehensive Support

Here at Advisor Successions we provide comprehensive deal support including the following services:

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 well 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.