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
$12,995*
What We Do
*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.
Flat fee for service is based on one purchasing advisor. There is a fee of $1,500 per additional purchasing advisor to cover the preparation of their legal documents.
Need to form an entity as part of your deal?
Many of our clients choose to form an entity as part of their deal. Our Turnkey Entity Support service was designed by attorneys with decades of experience in the financial advisor industry. Our service includes everything you need to form and file your legal entity.