SUCCESSION EXPERTISE FOR FINANCIAL ADVISORS
One-on-one consulting to facilitate your buying/selling practice goals.
SUCCESSION EXPERTISE FOR FINANCIAL ADVISORS
One-on-one consulting to facilitate your buying/selling practice goals.
As the premier M&A Wealth Management Recruiting firm, Succession Point helps Financial Advisors navigate the most attractive Monetization, Succession, Acquisition and Growth offerings in the industry today.
With 30+ years of industry expertise, we offer PERSONALIZED, CONFIDENTIAL consultation to help you achieve your unique practice objectives.
All at NO COST to you.
Full Suite of Services:
- Acquisition and Monetization Solutions
- Strategic Growth Partnerships
- Buyer/Seller Introductions
- Practice Valuations
- G2 and Advisor Recruitment
Curious about your practice valuation amid the new 4-17x+ Industry Multiples?
Interested in a path to building real Generational Wealth?
In this UNPRECEDENTED, dynamic decade of wealth transfer...we have answers.
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