Develop and Execute an Advisor Exit or Succession Plan

The alternative transition advisory services available through adviserXchange are designed to assist investment and financial advisors who are getting close to a targeted transition event, such as retirement, and want assistance with the development and execution of a corresponding exit or succession plan.

Our exit / succession planning services may also be appropriate for investment and financial advisors who desire to:
  • Have more flexibility with their work schedule
  • Reduce or eliminate their administrative responsibilities
  • Provide for business succession or “unplanned” transition events, such as death or disability
  • Seek estate diversification or a liquidity event with their practice in the near term
  • Fund the transition of a retiring partner
If any of the foregoing scenarios describe your situation, chances are we can help you develop a customized exit or succession solution to meet your goals and objectives.

We can also assist you with the establishment of a contingency succession plan if that is what you are looking for. Contact us for more details.

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