Financial Advisor Business Succession, the Right Way
Put your mind at ease. We check all the boxes.
It’s natural to feel conflicting emotions as you sell an advisory practice built over decades of your career. Every seller feels a level of anxiety about the terms of the deal, the unknowable outcome of success, and the future care of clients.
The professional wealth management team at Cary Stamp & Co. understands everything that goes into a “win-win” process for an exiting seller. As an acquiring firm, we fulfill every element of critical criteria: succession experience, a collaborative culture, broad and deep capabilities, human and financial capital, and first-class client care.
MUST HAVES FROM AN ACQUIRING FIRM:
NICE TO HAVES:
Selling your financial advisory practice is a big deal. There’s one opportunity to get it right.
Our team members are subject matter experts in every facet of managing a full-service wealth management firm and providing your transitioning clients with a seamless experience.
Success Story
An Inside Look at the Rewarding Business Succession of Financial Advisor Eloy Nava
