Building Generational Wealth
There’s never been a more exciting time to capture EXTRAORDINARY revenue multiples, access growth accelerators and leverage operational efficiencies.
IT"S ALL ABOUT YOU.
Succession Point helps elite Financial Advisors maximize their enterprise valuations to fit their ideal practice structure and time horizon.
Customized Offerings and Partnerships:
- Monetize Fraction or Entire Practice, Continue Advising, or Retire
- 5-17x Top Line Revenue Multiples
- Capital for Acquisitions
- Gain Scale, Enterprise Pricing
- HNW Family Office Resources
- Retain your Branding, Models, and Methods
- G2 Advisor for Optimal Retention and Longevity
- Access to Alternatives, Private Deals
- No Private Equity ownership
