Succession Point

SELLERS

Zero cost to sellers

MAXIMIZE VALUE.
SECURE YOUR LEGACY.

Whether you’re retiring or pursuing a strategic partnership, Succession Point offers personalized guidance to W-2, Independent and RIA advisors to sell, monetize or transition your practice, honoring your legacy and vision.

Keep more of what you’ve built — no 4–10% broker or marketplace fees.

BY THE NUMBERS

~30%
Higher Valuations vs. Initial Offers
$0
Zero Cost to You
3-9
Months: Average Time to Close
$83B+
in M&A Transactions Advised

STRATEGIC OPTIONS DECK

Wealth Management M&A: the Advisor Experience. Evaluate every path — stay where you are, partner equity, minority investment, or full acquisition.

Strategic Options deck cover — Wealth Management M&A Strategic Options

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THE SUCCESSION POINT PROCESS

01

SUCCESSION CONSULTATION

We work collaboratively with you to understand your practice, goals, and timelines, focusing on deal options that align with what matters most to you.
02

VALUATION & ANALYSIS

SuccessionCalculator™ incorporates your practice’s metrics, future book growth potential, comparable offers and timeline to provide a detailed Practice Analysis based on industry market value.
SuccessionCalculator
03

PRECISE PARTNER MATCHING

Drawing on decades of industry relationships, we identify firms aligned with your vision and values, then present the strongest options side by side to maximize valuation and terms.
04

CONTRACT NEGOTIATION

We negotiate diligently on your behalf, protecting your interests through every term, to achieve favorable economics, tax efficiency and a smooth closing for you and your team.
05

ONGOING ADVOCACY

We continue to advocate for you after the deal closes to ensure that you achieve both your immediate and long-term goals.

SELL ON YOUR TERMS.

THE SUCCESSION POINT DIFFERENCE

The Succession Point difference

Succession Point guides thoughtful, high-value transitions in today’s active Wealth Management M&A market. It’s all about you—preserving your legacy and protecting your clients.

CLIENT IMPACT

Ralph Burnett

Ralph Burnett
CEO and Wealth Consultant, BFG Wealth

“Working with Michele was an outstanding experience. From the very beginning, she demonstrated exceptional professionalism, insight and dedication in guiding us through our partnership. She took the time to understand our goals, kept communication clear and consistent, and ensured every step of the process moved forward seamlessly. Thanks to Michele and her team, our collaboration with a large partner has been a smooth and successful transition. We’re grateful for her partnership and highly recommend her.”

FAQ

SELLERS

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.
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.

READY TO UNDERSTAND YOUR VALUE?

Gain clarity around valuation, timing and the right structure for your goals.

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