THE PREMIER M&A CONSULTANTS
FOR FINANCIAL ADVISORS
EXPERT GUIDANCE.
EXCEPTIONAL OUTCOMES.
As the industry’s Premier Wealth Management M&A Consulting firm, Succession Point helps W2, Independent, and RIA advisors navigate high-impact succession, growth, monetization, and strategic partnerships.
3,500+
3,500+ Wealth Managers Advised
$83B+
$83 Billion in M&A Deals
$0
$0 Cost to Sellers
33+
33+ Years of Experience
SERVICES
BUY A PRACTICE
46% of advisors plan to retire in 7-9 years. Now is the time to capitalize and acquire a practice with cultural fit, client compatibility, and strategic alignment. Succession Point sources, evaluates, and structures deals for your success.
SELL YOUR PRACTICE
Planning to retire? Achieve up to 3-8x revenue for the full acquisition of your practice. Succession Point handles valuations, buyer matching, and deal structuring to ensure the best outcome for your legacy.
MONETIZE YOUR PRACTICE
Achieve 3–16x revenue multiples by partnering with larger enterprises. Expand through acquisitions, gain scale efficiencies, and reduce risk — all while preserving your brand and investment approach.
PRACTICE VALUATIONS
Gain clarity on your firm’s real value and the optimal deal structures to achieve your goals. Succession Point’s comprehensive analysis helps you make confident, informed decisions.
G2 ADVISOR RECRUITMENT
Secure your firm’s future with top next-generation advisors. Succession Point’s experts help you identify and recruit elite talent to drive seamless transitions, client loyalty, and lasting growth.
STRATEGIC PARTNERSHIPS
Leverage capital, enterprise equity, HNW resources, and expanded infrastructure. Succession Point’s cultivated partnerships empower your practice growth while preserving your independence.
With 46% of advisors retiring in 7-9 years, the next decade will witness an unprecedented volume of Wealth Management M&A activity.
READY TO EXPLORE WHAT’S POSSIBLE?
Confidential guidance to understand your value, opportunities and strategic options.