Succession
Made
Simple
Education-forward approach with an emphasis on consulting
FOUNDATION
Foundation
Our foundation planning module assesses where you are in the succession process, educates you on the available options, and allows you to start planning your path, personalized to you.
Succession Introduction
- Defines succession & options
- Succession assessment
- Succession worksheets
- Resource library
Business Valuation
- Assess current valuation
- Understand your valuation levers
- Optimize practice value
- Position for sale
Successor Strategy
- Build ideal successor profile
- Define successor qualifications
- Outline successor responsibilities
- Develop integration timeline
Deal Structure
- Consider deal structure options
- Discover sources of capital
- Maximize value received
Ready to get started?
Comprehensive
Comprehensive
Our comprehensive services make your succession plan a reality by considering the nuances specific to your business and personal desires, and customizing a solution that best meets your needs.
Design Succession Strategy
Develop a detailed & customized roadmap with actionable recommendations and timelines
Deal Structure & Support
Guidance and negotiation to achieve an ideal deal structure
Successor Placement
Assist with recruiting and mentoring qualified successors
Accredited Valuation
Formalize business valuation; CVA accredited valuations available
Legal & Lending Support
Generate and/or review the necessary legal documents (Purchase Agreement, Promissory Note, etc.)
Consulting
Consulting Services
Our ongoing support makes sure that your plan stays on track and accomplishes the objectives you intended.
Interim Continuity
Creates an emergency plan for death or disability
Transition Support
Assistance with the coordinated and structured implementation of your transition plan
Ongoing Coaching
Monthly support and encouragement to ensure goals are achieved and/or refine the strategy as necessary
Imagine knowing what your business is worth, monetizing its value, and enjoying retirement.
Financial Advisor Marketplace
Succession Concepts’ platform, including our marketplace, is centered around the transitioning financial advisor and their succession plan.
- Complete anonymity and data security
- Buyers are unable to contact sellers
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Personalized Succession Concepts profile highlighting your goals, practice structure, deal terms, and ideal successor profile
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Review prospective buyer profiles that are pre-qualified at Succession Concepts due diligence and vetting
- Bank financing analysis to determine the amount of financing a seller’s practice qualifies for prior to setting a list price
- M&A consultant representation to ensure most attractive listing prices, promote a seamless transaction and create sustainable deal structures
Our Competitive Advantage
Succession Concepts
Traditional Firms
Base Planning
Free Solutions
Approachable
Strict Confidentiality
Unbiased Marketplace
Successor Recruiting
Deal Structure Packages
Collaboration Support
Hidden Fees
No hidden fees
Hidden fees
Get started with an introduction call!
Discuss your business structure, client base, market environment, and the goals you want to accomplish.
