Breakaway Seller

Maximize the value of your life’s work with a plan that provides for the external sale of your practice.

As a wirehouse or other non-independent adviser considering succession, you know that selling your practice internally is usually the easiest way to go. You may not know, however, that selling your practice externally will likely allow you to realize significantly more value for your life’s work. If this is one of your objectives, we’ll help you create and implement a breakaway succession strategy that achieves that objective. As part of this service, we will:

• Take the time to get to know you and your business
• Suggest succession strategies that meet your needs and objectives
• Consult with you and provide general guidance on tax and legal considerations
• Help you identify and screen for qualified external buyers/succession candidates
• Assist in the creation and implementation of the plan itself
• Provide guidance and support throughout the process

You will also have access to the full functionality of the online Marketplace.

Schedule a consultation to learn more.