Exit / Succession

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Exit / Succession

Start Your Financial Advisory Practice Exit / Succession Planning

To begin the financial advisory practice exit / succession planning process, please complete the contact and practice information form below as completely as possible and submit it to our offices. We'll normally respond to your submission within 24 hours of receipt.

Name:

Company:

E-mail:

Phone:

Address 1:

Address 2:

City:

State:

Zip:

Professional Registration:

RIA

RIA Representative

Registered Representative

Insurance Professional

Other (describe below)

Type of Practice:

Fee-Only

Fee & Commission

Commission Only

Other (describe below)

Years in Business:

Assets Under Management:

Assets Under Advisory:

Annual Revenue:

Recurring Revenue:

Non-Recurring Revenue:

Est. Overhead Expense %:

No. of Employees:

Reasons for
Exit / Succession:

Retirement

Career Change

Unplanned Change

Burnt-Out

Other (describe below)

Additional Objectives:

How Did You Learn About Us:

Internet (describe below)

Referral (describe below)

Other (describe below)

By submitting your contact and practice information, you are (a) confirming your acceptance of the Terms of Use, (b) certifying that the all of the information is true and correct and (c) consenting to be contacted by adviserXchange, either by telephone, email or otherwise.