Frequently Asked Questions

Purchase prices typically range from 3–8x revenue for a full buyout. Long-term partnerships and minority structures can reach 10x+ in projected value over time, realized through earnouts, growth bonuses and equity. Your specific outcome depends on AUM, revenue quality, client mix, growth and deal structure.

Upfront value is paid at or near closing. Projected all-in value adds earnouts, growth bonuses, exit payments and the estimated value of any equity over the full term. The larger number arrives later and depends on future growth, so it’s worth weighing both.

Yes. Even though most W-2 advisors don’t own their book outright, many acquirers now purchase a W-2 team’s revenue through sell-and-stay partnerships, purchased-book models or a move to independence with a minority stake. Structures vary by firm.

Our compensation is paid by the acquiring firm or partner when a transaction closes, so advisors pay no seller fees. We evaluate every option on its merits, including staying where you are.

We share practice details only with firms you approve, and never market your practice publicly.

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.

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.

Our sourcing covers solo advisors, small teams, and niche practices across various models and AUM sizes, matched 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.

Alignment starts with comparing culture, investment-strategy styles and infrastructure capacity, then coordinating transition planning to ensure continuity.

Our market intelligence includes valuation benchmarks, active buyers, deal volume, and comps. This helps buyers define competitive strategies and deal structures to effectively secure acquisitions.