Maximize your Enterprise Value

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35% of Advisors Retiring in 8 years

Simply put, the next 10 years will be the largest transfer of wealth management practices in history.  With an estimated 1/3 of advisors set to retire this decade, there is an incredible opportunity for advisors to acquire high quality practices. 

Organic growth can be challenging which makes buying practices, or

inorganic growth, so attractive. 

With a 300,000+ advisor network, 

Succession Point can surgically target your acquisition preferences and help you traverse the due diligence, funding and contractual steps of buying a practice successfully.

4-17x Top Line Revenue Multiples 

Increasingly, advisors are monetizing part of their current revenue stream with a Strategic Growth Partnership. This can provide you with with the strategic flexibility to: 

1.  Access capital for acquisitions 

2.  Fund internal succession plans 

3.  Leverage scale for growth

4.  De-risk, take chips off table

5.  All the above

Every practice is unique. And so is the ability to customize an offer that fits your ideal time horizon and leverage resources to maximize growth and enterprise value.

4-9x Revenue for Full Acquisitions

If you plan to retire in the next 5-10 years, you should seriously begin  considering the necessary components in crafting your unique succession plan. Determining such  parameters as: your retirement timeline, obtaining a fair practice valuation, identifying a G2 advisor/acquirer with a complementary business and investment style and composing a mutually beneficial deal structure. 

Partnering with Succession Point can help you with all the complexities and necessary steps required in achieving your optimal succession plan.