Many advisors are not ready to exit and ride off into the sunset. At the same time, they worry about having a Succession Plan in place and a Continuity Plan in case of sudden death, disability or being unable to run their business.
Our process is similar to an out right sale but requires additional negotiations and usually takes longer.
Confidentiality is a key so you do not have every advisor you ever met calling you. You are anonymous until you agree to be introduced to a candidate.