Are you considering the development of a Succession Plan to transition or sell your practice in the future?

Our Differentiators:

• Partner with a firm that will serve your clients with the respect and attention that you have given them.
  
• Receive the dedicated support you desire during this practice transition.
  
• Opportunity to continue with your brand name and identity.
  
• Get paid better than 2 times book using a non-traditional model.
  
• Sell with flexibility by deciding to transition your practice over time or sell outright.
  
• A team to assist moving your clients to the new platform.
  
• Work with a well-capitalized firm.
  
• Sell to a firm that has successfully done practices transitions before. We have already worked out the processes to ensure that this is a smooth transition for you and your clients.

Have you considered joining a team that will actually help you grow and increase your success?

Our Commitments to You

• Benefit from our marketing strategies, content, and platforms for your growth.
  
• Leverage our infrastructure and technology to grow your business.
  
• Reduce compliance and administrative burdens.
  
• Maintain your independent brand if you wish.
  
• Gain access to dedicated support staff and an operations team with streamlined processes and systems to provide best in class support, cost effectively.
  
• Access our state-of-the-art investment portfolios and trading platform.
  
• Benefit from coaching and mentoring by seasoned advisors.