Don't Leave Money on the Table
Your practice represents decades of dedication and client trust. Our expert guidance maximizes your enterprise value while protecting your legacy. We're motivated to secure the highest valuation because our success depends entirely on your satisfaction and successful deal completion.
30% Higher Valuations
Advisors using professional M&A guidance achieve 30% higher valuations on average. Our advisor network creates competitive bidding that drives up your practice value.
Your Success is Our Success
We only get paid when you are happy and close your deal. Our incentives are perfectly aligned - we fight for every dollar of value in your practice. All at absolutely no cost to you.
Zero Cost to You
No upfront fees, no hidden charges, no hourly billing. We're paid by the acquiring firm only upon successful completion.
Maximum Valuations
Our compensation increases with your deal size, incentivizing us to negotiate aggressively for the highest possible valuation.
Faster Closings
Professional guidance reduces closing time by 6-9 months compared to DIY sales, protecting your practice value.
The Hidden Costs of Going It Alone
Common pitfalls that cost advisors hundreds of thousands in lost value
Undervaluation
Without market expertise, advisors typically accept offers 20-40% below fair market value. You don't know what you don't know about current multiples.
Deal Structure Mistakes
Poor earnout terms, unfavorable non-competes, and inadequate client protection can cost hundreds of thousands in lost value.
Extended Timelines
DIY transitions take multiple years, during which your practice value may decline and opportunities disappear.
Limited Buyer Pool
Without our extensive buyer network, you're limited to negotiating with just a few potential buyers, which removes competitive pressure and severely restricts your opportunities.
Legal & Tax Pitfalls
One misstructured deal term can trigger unnecessary tax liabilities or legal exposures that could have been avoided.
Emotional Toll
Managing your practice sale while serving clients is overwhelming. Deals fall apart when you can't dedicate necessary time.
Higher Practice Valuations
Professional M&A representation drives competitive bidding, resulting in significantly higher sale prices than DIY transactions
Zero Cost to You
Our services are completely free to sellers. We're compensated by buyers only upon successful closing
Average Time to Close
Our streamlined process closes deals in 3-9 months versus multiple years for unrepresented sellers
Your Path to Maximum Value
A proven four-step process to achieve optimal outcomes
Confidential Consultation
Discuss your goals, timeline, and practice details in complete confidence. No obligation, no cost.
Professional Valuation
Receive comprehensive analysis showing true market value and improvement opportunities.
Competitive Process
Create bidding environment among qualified buyers to maximize valuation and terms.
Seamless Closing
Expert negotiation ensures optimal terms, tax efficiency, and client protection.
Your Practice Deserves Maximum Value
You've spent decades building your practice. Don't leave money on the table when it's time to transition. With Succession Point, you get expert M&A guidance, access to our vast buyer network, and aggressive negotiation on your behalf—all at absolutely no cost to you.
Schedule Your Free ConsultationCommon Seller Questions
Everything you need to know about selling your practice
How long will the process take?
Most transactions close within 9-12 months with our guidance, compared to 18-24 months for DIY sales. We streamline the process while ensuring you get maximum value.
Will my clients be protected?
Absolutely. We carefully vet buyers and structure deals to ensure continuity of service and client protection. Your clients' well-being is a top priority in our matching process.
Can I stay on after the sale?
Yes. We structure many deals where sellers continue as employees, consultants, or partners post-transaction. Your involvement level is completely customizable.
What if I'm not ready to sell immediately?
We help advisors plan 1-5 years ahead, positioning practices for maximum value when you're ready. Early planning significantly increases final valuations.
How do you really make money if it's free to me?
Buyers pay us a success fee upon closing. This ensures we're motivated to get you the best deal possible - the higher your valuation, the more we earn.
What makes you different from other M&A firms?
35+ years exclusive focus on advisor transitions, 300,000+ network, and zero cost to sellers. Our track record and aligned incentives set us apart.
The Succession Point Difference
Hear from advisors who've successfully navigated their transitions
Let's Connect
Schedule a free, confidential consultation to explore your options
Call Us
+1 (407) 920-8212
Email Us
team@successionpoint.com