Selling a Financial Advisory Practice

Elite Advisor Successions puts you in touch with qualified buyers who not only meet your criteria but exceed your expectations.

 

Our unique platform is designed to connect you with the best group of professional buyers in the industry, ensuring that you find the perfect match for your financial advisory practice. The majority of our buyers are willing to explore favorable payment terms to the seller, as well as sell and stay opportunities and partial sales in order to acquire minority interest. This allows you to not get locked into 5-7 year notes, and have the opportunity to take some chips off your table and monetize a piece of your business and continue working. 

We go beyond the conventional by offering the option to match you with an internal buyer—oftentimes even better than your own firm. Whether you plan to transfer your practice to a partner, family members, employees, or a third party it is important that you find the perfect successor for your practice.

Why choose us? Elite Advisor Successions is backed by Elite Consulting Partners, the nation’s largest financial services transition and business consulting firm. This powerful alliance provides us with unparalleled resources and expertise, giving you a distinct advantage in the competitive landscape of business transitions. Reduce the headache of finding the right successor and feel confident as you enter into the next chapter of your life.

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Why Have Your Business Valued

  • Determining the value of a business for present or future sale
  • Updating/Creating death and disability plans for your business
  • Implementing equity compensation strategies with key staff
  • Identifying key value drivers to increase business value
  • To gain more insight into your financial condition
  • Obtain larger business lines of credit
  • Eliminate partnership disputes
  • Succession planning

Why Create A Succession Plan

  • Give you the ability to have more flexibility with your schedule
  • Help you to reduce or eliminate administrative responsibilities
  • Have a plan in place in case there are unforeseen circumstances, such as death or disability
  • Fund the changeover of a retiring partner
  • Prevent/relieve the anxieties that clients may experience when switching advisors
  • Ensure that your business will be able to continue to function and grow even after it has been sold