Frequently Asked Questions

With Succession Point’s expertise, practices typically receive 3–16x top-line revenue. Full buyouts often fall within the 3–8x range, while strategic partnerships may achieve higher multiples on various tranches of revenue. Your specific multiple depends on AUM, revenue quality, client mix, growth trajectory, and deal structure.

Most transactions with Succession Point close in 3–9 months, compared to the typical 18–24 months when pursuing a sale independently, via an online marketplace, or through a broker.

Absolutely. We thoroughly vet buyer firms for alignment in investment philosophy, service standards, and culture to ensure a seamless and positive client experience.

Yes. Many sellers choose to remain involved as employees, consultants, or partners. We tailor post-sale roles to align with your goals and preferred timeline.

It’s wise to start planning 1–5 years in advance. Early preparation typically enhances valuation and ensures you’re fully ready when the time comes.

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.