The advisors who achieve the best outcomes — for their clients, their families, and their legacies — are the ones who plan years in advance. We help you build that plan.
Advisors who begin succession planning 3–5 years before their target exit consistently achieve 20–35% higher practice valuations than those who sell reactively. Here’s why.
of advisors over 55 have no formal succession plan in place.
higher average valuation achieved by advisors who plan 3+ years in advance
in AUM expected to change hands as baby boomer advisors retire over the next decade
average client retention rate achieved in Elite-managed succession transitions
We work with advisors across the full spectrum of succession and exit strategies — helping you choose and execute the one that best serves your clients, your team, and your legacy.
Complete transfer of ownership and client relationships. Best for advisors seeking a clean exit at maximum enterprise value.
Sell a minority or majority stake while retaining a continuing role. Provides liquidity while preserving involvement and income.
Transition ownership to a junior partner or associate advisor. Requires careful valuation, financing, and multi-year transition planning.
Join forces with a compatible firm to strengthen infrastructure, share resources, and create a succession path without a full exit.
Structured wind-down over 3–7 years, with gradual client transition and reducing ownership stake — preserving income during the transition.
Arrange a designated buyer in advance who takes over the practice in the event of death or disability — critical risk management for any advisor.
Receive your baseline practice valuation. Identify value gaps and begin implementing value-building initiatives — improving retention, systemizing processes, and diversifying revenue.
Document business processes, strengthen team infrastructure, resolve any compliance matters, and begin identifying your ideal successor profile. List anonymously on the Exchange to gauge market interest.
Begin curated introductions with qualified buyers or succession partners. Negotiate preliminary terms, receive an updated valuation reflecting your improvements, and select your preferred counterparty.
LOI negotiation, due diligence management, legal documentation, regulatory filings, and structured announcement planning to protect client relationships.
30/60/90-day client communication and handoff plan. Ongoing availability for relationship continuity. Confirming your legacy is honored exactly as planned.
The honest answer: now. Even if you’re 15 years from retirement, understanding your practice’s current value, identifying value drivers, and building systems today will materially improve your outcome. The advisors who wait until they’re “ready” to sell consistently achieve lower multiples and have fewer good buyer options.
Many of our transactions include post-close arrangements — consultant roles, part-time involvement, referral relationships, or retained client service agreements. We structure these specifically to match your preference and ensure the transition serves your needs, not just the buyer’s.
Client continuity is our highest priority in every transaction we manage. We vet buyers for cultural and service model alignment before any introduction. We then develop a joint client communication plan, a phased handoff structure, and a 90-day retention monitoring protocol post-close.
Yes — and we strongly recommend starting the process early. Internal successions require careful valuation (to ensure the price is fair and financeable), financing support for the internal buyer, and a multi-year transition plan that protects revenue during the handover. We manage all of this.
Create your confidential buyer profile to access listings and receive curated matches.
