Selling a Financial
Advisory Practice

Advisor Successions

Advisor Successions can help by introducing you to a independent, third party valuation firm in order to determine the market value of your specific business.

 Whether you are planning on buying or selling a business, or you want to create a death and disability plan, market estimates are a great resource for advisors that are curious about the value of their business for planning purposes.

Whether you plan to transfer your practice to a partner, family members, employees, or a third party it is important to understand the value of the company. Regardless of who is most likely to be the successor, it is important to know how and why that value can be different for each of the parties. Advisor Successions helps connect sellers across the country with prequalified buyers. This proven process helps to reduce the headache of finding the right successor, thus removing the guesswork.

Why Have Your Business Valued

Why Have Your Business Valued

Why Create a Succession Plan

Resources & Articles

ADVISORS ARE LOOKING TO TAKE CHIPS OFF THE TABLE, NOT EXIT ENTIRELY

EXIT PLANNING 101:FINANCIAL ADVISORS EXCLUSIVE

LOOK FOR THESE SIX (6) THINGS BEFORE SELLING YOUR PRACTICES

SIX TIPS FOR EFFECTIVE SUCCESSION PLANNING

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