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 Served
$83B+
$83 Billion in M&A Transactions Advised
$0
$0 Cost to Sellers
33+
33+ Years of Experience
SERVICES
BUY A PRACTICE
~35% of advisors plan to retire in the next 10 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? Earn 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 right deal structures to reach your goals. Our in-depth analysis helps you make confident, informed decisions.
G2 ADVISOR RECRUITMENT
Secure your firm’s future with top next-generation advisors. We help you identify and recruit elite talent to drive well-run transitions, client loyalty, and lasting momentum.
STRATEGIC PARTNERSHIPS
Access capital, enterprise equity, HNW resources, and expanded infrastructure. Our cultivated partnerships help your practice scale while preserving your independence.
~35%of advisors
retiring
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.