Advisor Hunt M&A™
Optimal Practice Succession™
Our flagship succession program, Optimal Practice Succession™, is applicable to every succession scenario. We run a structured M&A process to maximize outcomes – for you the seller, the buyer, and the clients.
Step 1: Choose Your Succession Path
Take the predictable and lowest risk route to leave your clients in the best hands possible.
The Clean
Exit
- Traditional path
- Retention-based payout
- Typically the shortest transition
The Invested
Seller
- Growth path
- Performance-based upside
- Includes the Sell & Stay model
The Builder
Handoff
- Internal path
- In-house practice builder
- Often needs partial vendor financing
The Associate
Reach
- Rarely viable
- In-house superb servicer
- Full vendor financing required
Step 2: Find Your Successor
Headhunt qualified buyers
Evaluated thoroughly based on
Geography
Licensing
Track record
Philosophy
Client fit
Runway
Bankability
Technology
Scalability
Evaluate Based On:
- Geography
- Licensing
- Track record
- Philosophy
- Client fit
- Runway
- Bankability
- Technology
- Scalability
Headhunt Qualified Buyers
Step 2: Find Your Successor
Evaluated thoroughly based on
Geography
Licensing
Track record
Philosophy
Client fit
Runway
Bankability
Technology
Scalability
Follow a Structured Deal Process
Step 3: Follow a Structured M&A Process
FAQs
What types of advisors do you work with?
We work with all financial advisors including investment, insurance, planning, and portfolio management.
What practice / book sizes do you work with?
It’s not the size that counts, but rather practice / book ownership. We work with advisors whose practice sizes range from boutique to billions in assets.
What if I am a seller and have already selected my buyer but I’m not sure how to structure a deal? Can you still help me?
Yes, we can help you. We help determine and get agreement on a fair practice value, apply our deal framework to align buyer and seller interests, and facilitate the entire deal process.
When should I start my M&A process?
We recommend that you start 6 to 9 months before you wish to commence your practice succession. Before then, focus on building your practice, documentation, and ensuring compliance.
Why use an M&A firm to sell your practice?
Selling your wealth management practice is more than a transaction; it’s a transfer of trust, client relationships, and your professional legacy. Choosing professional M&A advisor services ensures that your practice’s value is protected, maximized, and transitioned successfully.
- This is most sellers’ first time.
- Specialized knowledge is required.
- Proper deal structuring minimizes risks.
- Confidentiality is maintained throughout.
Why don’t you recommend developing a young associate over 5 to 10+ years for succession?
The success rate for independent advisors is about 10%. Even fewer can fund an acquisition or manage a large practice. Betting that an associate will be fully capable in 5–10 years is gambling. Gambling is not a succession plan.
Advisor Encore™
Stay Engaged, Add Value,
Be Part of the Team.
Contact
- (332) 244-9550
- info@advisorhunt.ca
- 99 Wall Street, Suite 5409 New York NY 10005