Sell & Secure

Reduce Workload Without Losing Control

Sell & Secure is designed for advisors who want flexibility without walking away. With Sell & Secure, you reduce the daily pressures of running a firm while staying engaged with your clients. It’s the solution for advisors who want to protect client trust, safeguard their practice, and enjoy more balance. Enjoy freedom while knowing your practice and your clients are secure.

Find out what your practice is worth and explore how Sell & Secure can give you flexibility without losing the business you’ve built.

Real Stories, Real Relief

What Our Client Say About Us

“I’d spent decades juggling a financial firm and insurance practice. Nearing 70, I wanted more time in Hawaii and on my boat, without leaving my clients behind. The Sell & Secure model let me scale back to 10–20 hours a week, pay off the new house, and still keep doing the parts of work I enjoy. It gave me freedom without giving up what I’ve built.”

“After buying out my longtime partner, I suddenly found myself running everything alone—and drowning in compliance, paperwork, and admin. What I really wanted was to get back to building relationships and bringing in new business. With Sell & Stay, I shed the $20-an-hour tasks and reclaimed the work that energizes me. It was the partner solution I didn’t know existed.”

“I’ve been running my practice my own way for decades, and at 72 I’m not looking to learn a whole new set of systems. What I needed was a way to keep serving my clients without adding costs or complexity, while also starting to fund my retirement. Selling a piece of the business gave me stability now and the confidence to keep working for a few more years on my own terms.”

What Is Sell & Secure?

Sell & Secure is a structured path for advisors who want to stay active while reducing their workload. Instead of a full exit, you sell equity in your firm, bring on partners, and stay involved in client relationships at the level you choose. The model is flexible and designed for advisors who are not ready to leave but no longer want the full weight of running the business.

For many advisors, the hardest part of succession planning is choosing between two extremes: staying fully in charge or walking away completely. Sell & Secure creates a middle path. It allows you to stay visible to your clients while shifting the heavy lift of operations, compliance, and administration to a capable partner. That means you can continue practicing in the parts of the business you enjoy most, such as client conversations and financial planning, while removing the constant burden of being the sole decision-maker.

It’s not a one-size-fits-all model. Some advisors choose to keep a significant role in meetings and planning, while others prefer to step back to a smaller book of key clients. Sell & Secure is built to honor your personal goals, your client promises, and your firm’s legacy.

Why Advisors Choose Sell & Secure

Many advisors reach a point where running the business takes more energy than serving clients. Compliance and operations begin to dominate the day. Burnout sets in.

Sell & Secure provides balance. Advisors can cash out part of their equity now while maintaining an income stream. Clients benefit from continuity and stability, knowing their advisor is still present but supported by partners.

As one advisor put it: “I don’t want to leave yet, but I can’t do it all anymore.” This solution bridges that gap, providing relief without loss of control.

How Sell & Secure Works

Valuation Clarity

Understand what your practice is worth today.

Deal Structuring

Monetize a portion of your equity while staying active in the business.

Buyer Match

Get introduced to partners who share your philosophy and values.

Shared Workload

Offload operations, compliance, and management while maintaining client relationships.

Smooth Transition

Step into a balanced role that keeps clients confident and supported.

Each step is guided with structure and expertise so you never feel lost in the process. The valuation stage gives you a clear, data-driven picture of your firm’s worth, so you know exactly what equity you’re converting. Structuring ensures the deal reflects your goals, whether that’s pulling cash out for retirement planning or securing more balance in your week. Buyer matching focuses on cultural alignment, not just financials, so you partner with people who respect your client relationships.

Once the right buyer or partner is in place, the workload shifts. Compliance filings, operations, and back-office headaches get handled, leaving you to focus on meaningful client conversations. The final step is a thoughtful transition, with clear communication to clients and a role designed for your comfort level. The result is a smoother business, happier clients, and peace of mind for you.

Benefits of Selling Securely

Reduce workload without walking away.
Maintain client trust and relationships.
Cash out equity while keeping income potential.
Gain access to new resources, technology, and compliance support.
Improve lifestyle, more time, less stress.

The benefits of Sell & Secure extend beyond the obvious financial upside. Reducing your workload gives you time back for family, health, and personal pursuits. Staying connected to clients ensures you keep the relationships you’ve spent decades building. Partial liquidity lets you de-risk your wealth while still participating in the firm’s growth.

Access to partner resources is another hidden advantage. Advisors gain tools, marketing, and operational scale that would be costly to build alone. Compliance is handled more efficiently, freeing you from the constant worry of regulatory updates. And perhaps the greatest benefit of all: you remain in control of how your story ends. Sell & Secure creates a balanced transition that supports your legacy, your income, and your lifestyle.

Why buyAUM?

Why Work With buyAUM?

At buyAUM, we don’t just broker transactions. We guide you through a thoughtful process of crafting the right succession path. Our hybrid models, like Sell & Secure, are designed to fit your unique goals. Together, we structure deals that honor your legacy, safeguard your client relationships, and align with the values you’ve built your practice on. By focusing on cultural fit as much as financials, we ensure a smooth transition with retention rates of up to 90%. With buyAUM as your partner, you gain a steady hand and a tailored approach that gives you the confidence to move forward securely.

Protect What You’ve Built

Your practice, your clients, your future, secure them all.

Get your free TruValue Report and see how Sell & Secure can bring balance to your next chapter.

FAQs

Frequently Asked Questions

How is Sell & Secure different from a full sale?

Instead of leaving completely, you sell equity while staying involved at the level you choose.

Can I decide how much involvement I keep after the deal?

Your role is tailored; some advisors focus only on client work, others reduce hours gradually.

What happens to my clients during the transition?

They benefit from continuity. You remain present while introducing trusted partners.

How is my practice valued for a Sell & Secure deal?

Valuation is based on AUM, revenue, and profitability—supported with a TruValue Report.

What types of buyers are a fit for this model?

We source culturally aligned buyers who respect your legacy and client relationships.

Can I eventually transition into a full Sell & Go?

Many advisors start with Sell & Secure and later move into a full exit.

What makes buyAUM’s process unique?

We combine accurate valuation, cultural fit, and structured client transition to maximize retention and advisor peace of mind.