Acquisition and succession planning for financial advisors, registered representatives and registered investment advisors. When buying, selling, or transitioning a financial advisory practice it is vital to have professional support from a focused, specialized advisor in order to produce great outcomes.
Advisor Successions understands that a financial planner's greatest asset is their business, and when looking to transition they need more than just a typical posting. We offer top of the line concierge services to financial advisors for all their buying, selling, or transitioning needs. Advisor Successions individual approach allows clients to connect with their best possible match.
Advisor Successions understands that a financial planner's greatest asset is their business, and when looking to transition they need more than just a typical posting. We offer top of the line concierge services to financial advisors for all their buying, selling, or transitioning needs. Advisor Successions individual approach allows clients to connect with their best possible match.
Services
Garrett Taylor is the founder of Advisor Successions and sister company Coastline Wealth Management, both founded in 2012. Advisor Successions is a leading national consulting firm for financial advisors and wealth managers interested in buying or selling financial advisory practices. Over the past three years, Advisor Successions has put together hundreds of deals, and overseen the successful transition of billions of dollars in AUM.
Advisor Successions can help by introducing you to a independent, third party valuation firm in order to determine the market value of your specific business. Whether you are planning on buying or selling a business, or you want to create a death and disability plan, market estimates are a great resource for advisors that are curious about the value of their business for planning purposes.
An acquisition is the quickest way to grow your business. Finding a business can be difficult and time consuming. Advisor Successions offers the tools and advice necessary to make the process as quick and rewarding as possible, for those looking at buying a financial advisory practice.
Buyers to seller ratios are disproportionately high, but with our proven process we are able to get you in front of potential sellers before they get onto listing services.For the past few years, experts have been predicting a mass exodus of retiring advisors from the industry. Selling a financial advisory practice, or any other practice for that matter, is not an easy decision.
Buyers to seller ratios are disproportionately high, but with our proven process we are able to get you in front of potential sellers before they get onto listing services.For the past few years, experts have been predicting a mass exodus of retiring advisors from the industry. Selling a financial advisory practice, or any other practice for that matter, is not an easy decision.
Advisor Successions offers comprehensive consulting for both the buyer and seller. In many situations two interested parties need a liaison to help facilitate the transaction. Many financial advisors have already identified a successor as well as a vision for what their succession plan should look like.
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