The Largest Transfer of Wealth
Management Practices In History
With 35% of advisors retiring in the next 8-10 years, the next decade presents an unprecedented opportunity to acquire high-quality practices. Let Succession Point surgically target acquisitions that match your growth strategy.
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Vast Advisor Network at Your Service
Our unmatched network gives you exclusive access to off-market opportunities. We surgically target practices that align with your acquisition preferences, investment philosophy, and growth objectives.
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Accelerate Growth Through Strategic Acquisitions
When organic growth becomes challenging, inorganic growth through acquisitions offers immediate scale. We guide you through due diligence, funding, negotiations, and integration for successful practice acquisitions.
Get StartedSurgical Targeting
We precisely match your acquisition criteria with available practices, ensuring cultural fit, client compatibility, and strategic alignment.
Due Diligence Support
Comprehensive evaluation of target practices including financials, client analysis, compliance review, and risk assessment.
Funding & Financing
Navigate funding options, structure deals optimally, and access capital partners for leveraged acquisitions.
Why Inorganic Growth Makes Sense
The advantages of growth through acquisition versus organic expansion
Immediate Revenue Impact
Acquire established books of business with predictable revenue streams, bypassing years of organic growth efforts.
Client Base Expansion
Instantly add hundreds of client relationships with established trust and loyalty, ready for cross-selling opportunities.
Economies of Scale
Leverage existing infrastructure to service more clients without proportional cost increases, improving margins.
Geographic Expansion
Enter new markets with established presence, local relationships, and market knowledge already in place.
Talent Acquisition
Gain experienced advisors and support staff who know the clients and can ensure smooth transitions.
Competitive Advantage
Build market dominance quickly while competitors struggle with slower organic growth strategies.
M&A Transitions Advised
Over $64 billion in M&A transitions advised in the last 18 months, demonstrating our deep market expertise
Retiring Soon
Over one-third of advisors retiring in the next 8-10 years creates unprecedented acquisition opportunities
Recent Deals Closed
$20 billion in successful practice transitions closed in the last 2 years through our network
In Past 2 Years
34 successful practice acquisitions completed in just the last 2 years, proving our active market presence
Our Acquisition Process
A proven approach to successful practice acquisitions
Define Criteria
Establish your ideal acquisition profile: size, location, client demographics, and cultural fit.
Target & Match
Leverage our 300,000+ network to identify and approach qualified sellers discreetly.
Due Diligence
Comprehensive evaluation of financials, operations, compliance, and client retention risks.
Close & Integrate
Navigate negotiations, structure deals, and ensure smooth client transitions.
Funding Your Acquisition
Multiple financing options to support your growth strategy
Traditional Bank Financing
SBA loans and traditional bank financing with competitive rates for qualified buyers.
Seller Financing
Negotiate earnouts and seller financing to align interests and reduce upfront capital needs.
Strategic Partners
Access capital through strategic partnerships while maintaining your independence.
Ready to Accelerate Your Growth?
The next decade presents an unprecedented opportunity to scale your practice through strategic acquisitions. With our 300,000+ advisor network and proven process, we'll help you identify, evaluate, and acquire practices that align with your growth objectives.
Start Your Acquisition JourneyLet's Connect
Schedule a free, confidential consultation to explore your options
Call Us
+1 (407) 920-8212
Email Us
team@successionpoint.com