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Explore tools, guides, and valuation resources to help you prepare for succession.

The Value of Broker-Dealer Business in a Fee-First World

Breaking Away: Building Your Own RIA

Buying a Book of Business: Financial Advisor Tax Considerations

Turnkey Succession Planning for Financial Advisors

Practice Continuation Plans for Advisors: Why Every Solo Advisor Needs One

Junior Partner Buying Out Senior Advisor’s Book of Business: Pros, Cons, and What to Know

Client Retention During Advisor Transition: How to Preserve Trust, Loyalty, and Value

Average Book of Business for a Financial Advisor (And What to Do About Yours)

buyAUM vs. FP Transitions: Which Is Right for Your Legacy?

RIA Succession Planning: Secure Your Legacy Now