Internal Successions Made Easier

Internal successions are some of the most successful transactions, leading to higher client retention and better outcomes for both buyer and seller. These transactions are unique compared to most M&A deals, and require additional support and planning to ensure positive outcomes for both the founding advisor and their successor.

Turnkey NextGen Deal Support


What We Do

  • Practice Valuation

    Our award-winning practice valuation is used both as a basis for negotiating a deal and for securing bank financing.

  • M&A Consulting

    Support with one of our M&A coaches to help the advisor and their successor develop a term sheet and review the deal earnings model. Includes four meetings with the M&A expert, supported by email communications.

  • Legal Agreements

    Once the term sheet is developed, an attorney will create the formal legal agreements.

  • Transition Consulting

    Two meetings with an Executive Coach to discuss transition planning considerations.

*The client pays 65% ($8,446.75) of the fee at the time of purchase. The initial payment is non-refundable once the service has commenced. The balance is invoiced when the term sheet is signed and is due upon receipt. The invoice for the second payment is cancelled if the term sheet is not signed and the deal is discontinued.

Ready To Begin?

Click the button to purchase and pay the 65% deposit. Once the transaction is complete someone will contact you to begin your practice valuation and to schedule a call with an M&A expert.