Succession Expertise for
Financial Advisors
As the premier M&A Wealth Management consulting firm, Succession Point helps Wealth Managers navigate the most attractive Monetization, Succession, Acquisition and Growth offerings in the industry today.
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Building Generational Wealth
There's never been a more exciting time to capture EXTRAORDINARY revenue multiples, access growth accelerators and leverage operational efficiencies. We help elite Financial Advisors maximize their enterprise valuations to fit their ideal practice structure.
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3-16x Revenue Multiples
Monetize fraction or entire practice, continue advising, or retire. Capture enterprise pricing and expanded infrastructure, HNW family office resources. Retain your branding, models, and methods while accessing alternatives and private deals.
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30+ Years of
Industry Expertise
With over three decades of experience, we offer PERSONALIZED, CONFIDENTIAL consultation to help you achieve your unique practice objectives. One-on-one consulting to facilitate your buying/selling goals.
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The Largest Transfer of
Wealth In History
With 35% of advisors retiring in the next 8-10 years, the next decade will witness the largest transfer of wealth management practices in history. Whether you're buying, selling, or monetizing, we help you navigate this unprecedented opportunity.
Get StartedPractice Acquisitions
Strategic buyer/seller introductions from a vast advisor network. We help navigate due diligence, funding, and contractual steps for successful acquisitions.
Monetization Offerings
Access 3-16x revenue multiples through strategic partnerships. Monetize fraction or entire practice while retaining your branding and methods.
Succession Planning
Comprehensive succession planning with 3-8x revenue for full acquisitions. We help identify G2 advisors and structure mutually beneficial deals.
SUCCESSION POINT
The Premier Wealth Management M&A Consulting Firm
Unmatched Expertise. Unrivaled Access. No-Cost Consultation.
At Succession Point, we are committed to supporting Financial Advisors through every stage of growth, transition, and succession—at no cost to you.
We provide personalized, confidential consultations to help you understand your options and unlock new opportunities—whether you're looking to grow, merge, monetize, or exit your business.
With a national network of over 300,000 Financial Advisors, our team delivers:
Ideal Buyer & Seller Matching
We match you with ideal partners who align with your practice objectives, values and long-term goals.
Complete M&A Solutions
We handle every aspect of the M&A process, from initial valuations and deal negotiations through legal coordination and final closing, ensuring complete discretion throughout.
Strategic Partnerships & Succession Planning
We guide you in forming long-term partnerships and seamless succession plans that preserve your legacy.
Let us be your trusted partner as you navigate the most important decisions in your business. Our proven expertise, unmatched network, and tailored approach make all the difference.
Wealth Managers Advised
Years of Experience
$Billion in Deals Advised
Cost to Sellers
Our Services
Comprehensive M&A solutions tailored to your unique practice objectives
Buy a Practice
With 35% of advisors retiring in 8-10 years, capitalize on unprecedented acquisition opportunities. We surgically target your preferences and match you with the right sellers.
Monetize Your Practice
Access 3-16x revenue multiples through Strategic Growth Partnerships. Fund acquisitions, leverage scale, or de-risk while maintaining control.
Sell Your Practice
Planning retirement? Receive 3-8x revenue for full acquisitions. We handle valuations, buyer matching, and deal structuring for optimal outcomes.
Practice Valuations
Comprehensive practice analysis to determine fair market value. Understand your worth and position your practice for maximum returns.
G2 Advisor Recruitment
Find the perfect next-generation advisor for optimal client retention and practice longevity. Ensure seamless transitions and continued growth.
Strategic Partnerships
Access capital, enterprise pricing, HNW resources, and alternatives while retaining your identity. No private equity ownership required.
Who We Serve
Tailored solutions for every stage of your advisory journey
Sellers
Advisors looking to sell, monetize, or transition their practice. Whether you're planning retirement or seeking a strategic partnership, we maximize your valuation with zero cost to you. Our aligned incentives mean we only succeed when you get the best possible deal.
Buyers
Growth-minded advisors seeking to accelerate through acquisitions. With the largest transfer of wealth management practices in history, capitalize on unprecedented opportunities. Our 300,000+ network helps you find practices that align perfectly with your growth strategy.
Ready to Explore Your Options?
Whether you're looking to buy, sell, or monetize your practice, Succession Point provides personalized, confidential consultation at no cost to you. Let's discuss how we can help you achieve your unique practice objectives.
Schedule a ConsultationOur Process
A proven approach to maximizing value and ensuring smooth transitions
Initial Consultation
Confidential discussion to understand your unique objectives, timeline, and practice details.
Valuation & Analysis
Comprehensive practice assessment to determine fair market value and identify opportunities.
Partner Matching
Leverage a network built over over 35 years to identify ideal buyers, sellers, or strategic partners.
Deal Execution
Navigate due diligence, negotiations, and closing to achieve your optimal outcome.
Ongoing Advocacy
We continue to advocate for you after the deal closes to ensure that you achieve both your immediate and long-term goals.
Client Success Stories
Hear from advisors who have successfully navigated transitions with Succession Point
Ed Secrest, CFP
Founder, Southeast Financial Group
If you are looking for a consultant that puts the advisor first in the deal structure, provides excellent communication before and during negotiations, and continues to fight for you after the deal closes to make sure the acquirer follows through on their agreements, then you need to work with Succession Point. Cannot recommend highly enough.
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.
Our Founder
35 Years of M&A Expertise
Michele Mandeville
Founder & CEOFounder, Succession Point |
Founder, PRISM Wealth Management Recruiting
Michele Mandeville is a seasoned leader in the Wealth Management industry with over three decades of experience in consulting, recruiting, and strategic marketing.
In 1994, she founded PRISM Wealth Management Recruiting, an elite consulting firm that has since become a trusted resource for Financial Advisors and Wealth Management firms nationwide. Michele has personally advised thousands of professionals and firms, helping them realize their goals through her deep industry insight.
In 2018, Michele founded Succession Point to meet the growing demand for expert guidance in mergers and acquisitions, monetization, and succession planning.
Together, PRISM Wealth Management Recruiting and Succession Point deliver unmatched value as trusted partners, offering tailored strategies and services that empower clients to thrive in a dynamic wealth management landscape.
mmandeville@successionpoint.com
Frequently Asked Questions
Common questions about practice transitions and M&A services
What makes Succession Point different from other M&A firms?
Exclusive Focus on Wealth Management
Unlike general M&A firms, we specialize solely in the Wealth Management space. This deep focus means we understand the nuances, challenges, and opportunities unique to Financial Advisors and firms.
How long does the typical M&A process take?
Timelines vary based on your specific situation and objectives. A solo advisor practice sale typically takes 3-6 months from initial consultation to closing. Strategic partnerships or complex monetization structures may take 6-12 months. We work at your pace to ensure optimal outcomes.
What revenue multiples can I expect for my practice?
Multiples range from 3-16x top-line revenue depending on practice characteristics, deal structure, and buyer type. Full acquisitions typically achieve 3-8x top line revenue, while strategic partnerships can reach 3-16x. Factors include AUM, revenue quality, client demographics, and growth trajectory.
Do I have to retire immediately after selling my practice?
No. Many advisors continue working post-transaction. Options include staying on as an employee, consultant, or partner. Strategic partnerships allow you to monetize while maintaining control and continuing to serve clients. We customize structures to fit your timeline and goals.
How does Succession Point get paid?
Our consultation services are provided at NO COST to advisors. We're compensated by the acquiring firms or strategic partners upon successful transaction completion. This aligns our interests with yours - we only succeed when you achieve your objectives.
Will my clients be taken care of after the transition?
Absolutely. We carefully vet all buyers and partners to ensure they share your commitment to client service. Our matching process considers investment philosophy, service standards, and cultural fit to enable seamless transitions and continued excellent care for your clients.
Let's Connect
Schedule a free, confidential consultation to explore your options
Call Us
+1 (407) 920-8212
Email Us
team@successionpoint.com