Simplify Succession Planning
We help financial advisors nearing retirement maximize the value of their life’s work — not just by valuing their book of business, but by capturing the full spectrum of intangible and stakeholder-driven value, from client trust and team culture to operational resilience and long-term community impact.
What we offer:
Comprehensive Pre- Succession Valuation™
A proprietary framework that expands beyond EBITDA multiples and recurring revenue to include:
Client retention and referral value
Team loyalty and bench strength
Cultural continuity
Operational efficiency (e.g., 48-Hour Service Adaptability Score™)
Reputational capital within the professional community
Community and societal goodwill
Succession Readiness Scorecard™: How does your business score compared to one that is transition-ready?
Continuity Playbook: A customized, and personalized documented, customizable playbook of processes, client communications, and team protocols based on your business
Valuation Premium Summary™: A visual summary showing how nonfinancial aspects of your business translate into added multiples and valuation premiums or discounts
Contact us
Are you a Financial Advisor that needs to do succession planning, but you aren’t sure where to start?