Succession Point

BUYERS

ACCELERATE GROWTH THROUGH
ACQUISITIONS

Target acquisitions with confidence and accelerate your business with Succession Point’s personalized guidance and exclusive network. The team helps W2, Independent, and RIA advisors identify and pursue the best opportunities to scale through strategic inorganic growth.

BY THE NUMBERS

83
M&A Deals Advised
20
Recent AUM Closed
37
Acquisitions Closed In Past 2 Years
46
Financial Advisors Retiring

CAPTURING THE HISTORIC POSSIBILITIES

THE SUCCESSION POINT PROCESS

PRECISE TARGETING

Succession Point’s expert consultants use surgical-like targeting to match your acquisition criteria with practices that are culturally compatible and strategically aligned.

FUNDING & FINANCING

Succession Point’s trusted team provides the support and guidance you need to navigate funding options, structure deals optimally, and access capital partners for leveraged acquisitions.

CONTRACT NEGOTIATION

Succession Point’s vast experience in negotiating complex deal structures ensures optimal terms, tax efficiency, client protection, and maximized outcomes for every advisor.

SCALE BEYOND LIMITS

THE ADVANTAGES OF GROWTH THROUGH ACQUISITION VERSUS ORGANIC EXPANSION

Growth through acquisition versus organic expansion

Target acquisitions with confidence and accelerate your business with Succession Point’s personalized guidance and exclusive network. The team helps W2, Independent, and RIA advisors identify and pursue the best opportunities to scale through strategic inorganic growth.

CLIENT IMPACT

Marc McKoy

Marc McKoy
Senior Vice President, Capitol Securities Management Inc.

“Michele is hands-down the most knowledgeable advocate in the advisor M&A space. She has deep knowledge of the firms, deal structures, and what matters most to advisors. She brings clarity without pressure—always focused on what’s right for you and your business. Partnering with her and her team is a decision you can feel confident about.”

FAQ

BUYERS

We source solo advisors, small teams, and niche practices across various models and AUM sizes then match to your geography, service approach, and long-term vision.
We connect you with capital partners and assist in structuring deals using earnouts, seller financing, and/or strategic partnerships to optimize both deal price and cash flow.
Yes. We evaluate your firm’s platform, resources, and deal terms, and provide suggestions based on industry comps to position you competitively in the market.
We compare culture, investment-strategy styles, infrastructure capacity, and coordinate transition planning to ensure strong alignment and continuity.
Yes. We offer market intelligence including valuation benchmarks, active buyers, deal volume, and comps. This helps buyers define competitive strategies and deal structures to effectively secure acquisitions.

READY TO ACCELERATE YOUR GROWTH THROUGH ACQUISITION?

Turn your acquisition strategy into meaningful growth.

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