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.
Q3 2026 Market Update
QUARTERLY M&A REPORT — your inside look at the Wealth Management M&A market
Strategic Options
STRATEGIC OPTIONS DECK — compare every path: current, partner equity, minority investment, or full acquisition
SERVICES
BUY A PRACTICE
SELL YOUR PRACTICE
MONETIZE YOUR PRACTICE
PRACTICE VALUATIONS
G2 ADVISOR RECRUITMENT
STRATEGIC PARTNERSHIPS
retiring
With ~35% of advisors retiring within 10 years, the next decade will witness an unprecedented volume of Wealth Management M&A activity.
WHAT ADVISORS SAY
“If you are looking for a consultant that puts the advisor first in the deal structure… then you need to work with Succession Point.”
Ed Secrest, CFPFounder, Southeast Financial Group“Working with Michele was an outstanding experience. She took the time to understand our goals and kept communication clear and consistent…”
Ralph BurnettCEO and Wealth Consultant, BFG Wealth“Michele is hands-down the most knowledgeable advocate in the advisor M&A space. She brings clarity without pressure…”
Marc McKoySenior Vice President, Capitol Securities Management Inc.
WHAT IS YOUR PRACTICE WORTH?
SuccessionCalculator™ compares your options — staying, selling, merging or partnering — and shows the true economics of each path over 10 years. Confidential, no cost, no obligation.
READY TO EXPLORE WHAT’S POSSIBLE?
Confidential guidance to understand your value, opportunities and strategic options.