Beyond placement
Succession, practice sales & partnerships
Some moves aren't about changing firms. They're about what happens to the practice. We help advisors plan the next chapter, and help buyers and partners find the right match.
Ways we help
Sell your book or plan succession
A full sale, a partial sale or an internal successor, on a timeline that protects your clients and your legacy. Start early: the best outcomes usually come from planning years ahead, not months.
Register My Seller Interest- Clarify your goals: timing, role after the sale and client continuity
- Understand the deal structures: upfront, deferred and contingent
- Find a successor or buyer who fits your clients
- Stay private: no public listing of your practice
Acquire a practice
Tell us what you're looking for: book size, client profile, geography and how you'd fund the deal. We'll keep your criteria on file and reach out when there's a fit.
Register My Buyer Criteria- Define buyer criteria and geography
- Think through funding readiness early
- Plan your due diligence (see our deal guide)
- Plan client retention after the transition
Partnerships & team mergers
Bring in a partner, merge with a complementary team or add a next-generation advisor. The right partnership can grow your capacity and solve succession at the same time.
Discuss a Partnership- Operating partnerships and team combinations
- Successor-in-place arrangements
- Fit on clients, investment philosophy and culture
We do not value practices, verify offers or execute transactions. Work with qualified legal, tax and valuation professionals on any sale or acquisition.
The best succession plans start early.
Start a confidential conversation about your timeline.
When should a financial advisor start succession planning?
Ideally several years before you plan to step back. Early planning gives you time to find the right successor, introduce clients gradually and structure a deal on your terms.
How are advisor practice sales usually structured?
Most deals combine an upfront payment with deferred or contingent payments tied to client retention or revenue over several years. Work with valuation, legal and tax professionals on the specifics.
Will my practice be publicly listed?
No. We don't publish public listings. Seller and buyer interest is handled confidentially.
Can I sell part of my book?
Yes. Partial sales, such as smaller accounts or a specific client segment, are common, especially for advisors who want to reduce their workload without fully retiring.
Get started
Your next chapter starts with one confidential conversation.
Tell us where you are and where you want to be. We'll come back with options, not pressure.
- Anonymous process: your name stays private until you choose
- Approximate figures only. No client records
- No commitment, exclusivity or obligation
Prefer the full brief? Use the 4-step inquiry.
Thank you. Your inquiry is in, and it stays private.
A recruiter will review it and reach out personally. Your details stay private.