Succession Planning for Advisors
 Discover Your Worth. Plan for Succession. Know your number. Unlock your potential.

 Helping you in maximize the value of your practice and establish  a lasting legacy.

Ready to uncover the value of your practice? CreativeOne is here to help you navigate the complex world of business valuation, continuity, and succession planning. Our team of specialists and actuaries utilize academically backed valuations to empower you now, or continue building your practice before your exit.

It’s always the right time to save and plan for your future, and we’ll work alongside you every step of the way to build a foundation for your success. As a full service wealth manager and fiduciary, we only 
recommend strategies that we believe are the best for you and your unique situation. Our strategies were developed to meet many needs with a wide range of implementation options.

Today

Healthier Practice Coaching


  • Increase residual revenue.
  • Strengthen processes for optimal offers.
  • Improve the practice’s growth-rate.
  • Diversify with younger client-base.
  • Increase client wallet-share.


 

Tomorrow

CreativeOne M&A Partnerships


  • Provide buy-side or sell-side support.
  • We can be your succession plan.
  • Aid in identifying potential successors.
  • Access funding partnerships.
  • Meets both FINRA and SEC succession requirements.


  •  
Plan for Your Future 

Access our full suite of offerings and help advisors understand what impacts their practice’s value. And, discover opportunities to leverage relationships and win your way to a better retirement. Our succession services provide you with a competitive landscape, benchmarks, academically-backed valuations, best practices, and alternatives to consider.


01

Position

Prepare the practice for sale by improving financials and marketing efforts.

02

Valuation

An academically proven valuation identifies worth and improvements to increase value.


03

Terms

Negotiate and strategize timeline, payments and level of transition involvement.


04

Planning

Introduction to partners, clients and absorb daily activities.



05

Due Diligence

Final review of financial, operational, and regulatory needs.



06

Execution

Seal the deal and formalize purchase and merge the practice. 



 Our Succession Services help you monetize your hard work and continue to build your practice how you want it, while building your exit. Access our most common succession tools:
A Suite of Succession Resources Dedicated to Advisors
 Access a comprehensive business valuation service, academically backed, and get the clarity to make informed decisions about your future. Don't leave your practice’s future value to chance. Take control of your future with CreativeOne. Get started today and unlock the full potential of your advisory practice.

Know your worth. Plan for a better success.

Schedule a consultation TODAY!

Schedule a consultation TODAY!