Succession Point

SELLERS

Zero cost to sellers

MAXIMIZE VALUE.
SECURE LEGACY.

Whether retiring or pursuing a strategic partnership, Succession Point offers personalized guidance to W2, Independent, and RIA advisors to sell, monetize, or transition their practice—honoring your legacy and vision.

Keep more of what you’ve built without paying 3–10% broker or online marketplace fees.

BY THE NUMBERS

30
Higher Practice Valuations
$0
Zero Cost to You
3-9
Months: Average Time to Close
20
Recent Deals Closed

DON’T LEAVE MONEY ON THE TABLE

THE SUCCESSION POINT PROCESS

SUCCESSION CONSULTATION

Succession Point works collaboratively with you to understand your practice, goals, and timelines, focusing on deal options that align with what matters most to you.
SuccessionCalculator

VALUATION & ANALYSIS

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

PRECISE PARTNER MATCHING

Succession Point leverages a 35+ year network to find firms aligned with your vision and values, creating competitive bidding to maximize valuation and terms.

CONTRACT NEGOTIATION

Succession Point’s team skillfully and aggressively negotiates for you to achieve a seamless closing with optimal terms, tax efficiency, and premium valuations.

ONGOING ADVOCACY

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

SELL ON YOUR TERMS WITH 2-3X HIGHER VALUATION

THE SUCCESSION POINT DIFFERENCE

The Succession Point difference

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

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 to anyone seeking a strategic and trusted recruiting advisor in the Wealth Management space.”

FAQ

SELLERS

With Succession Point’s expertise, practices typically receive 3–16x top-line revenue. Full buyouts often fall within the 3–8x range, while strategic partnerships may achieve higher multiples on various tranches of revenue. Your specific multiple depends on AUM, revenue quality, client mix, growth trajectory, 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.
Yes. 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.

UNDERSTAND YOUR VALUE. EXPLORE YOUR OPTIONS.

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

SCHEDULE A CONFIDENTIAL CALL