We Bring Years of Experience to your Transition Process

It is all about the fit. Not just for you, but your clients as well. It can‘t be all about the money. We leverage our vast knowledge and experience to help you identify the right fit, all anonymously.


With just a few clicks, you will be able to build your profile (at no cost or obligation) and receive the two best offers from the top Broker Dealers (BDs) in the industry. Or, if you are open to selling your practice, we could help you get the highest value from our Preferred Buyers Network, all anonymously.

Prepare Your Business For Sale

Depending on what source you look at, the average age of an advisor in the financial services industry is anywhere from 51-57 years old. While that would typically leave plenty of time until the average age of retirement (age 62), the average age of an advisor selling their business is much younger, most often occurring near age 59. This is due in large part to the long term seller involvement that is ideal in the sale of a professional services business, ranging from as low as 12 months to as long as 5 years. While you may not sell your business, you will leave this industry – planned or unplanned. The better prepared you are for your eventual transition, the happier your clients will be with the process, and the more you are likely to get out of it (financially and emotionally).

Is the Registered Independent Advisor Route Right for You?

It sounds so appealing — going on your own! The freedom to run our own business, fleeing from the pressure of quotas and the mandate to promote proprietary products can be tempting. Many a seasoned advisor has considered making the leap to registered independent advisor (RIA), or starting with a hybrid model to dip their toes in the waters. Predictions reveal registered independent advisors will soak up 28% of the market share by 2018, so we understand why it all sounds so appealing.