Succession Point - Building Generational Wealth

IT'S ALL ABOUT YOU.

Succession Point helps elite Financial Advisors maximize their enterprise valuations to fit their ideal practice structure and time horizon.

Flexible Monetization

Monetize a fraction or your entire practice while maintaining control. Continue advising on your terms or transition to retirement seamlessly.

Growth Capital

Access capital for strategic acquisitions and gain enterprise-level scale and pricing to accelerate your practice growth.

Family Office Resources

Leverage high-net-worth family office resources and gain access to exclusive alternatives and private deals.

Retain Your Identity

Keep your branding, models, and methods intact. Your practice remains uniquely yours while benefiting from enhanced resources.

Succession Planning

Implement G2 advisor strategies for optimal client retention and practice longevity, ensuring smooth transitions.

True Independence

No Private Equity ownership means you maintain true independence while accessing institutional-level resources and support.

Customized Offerings and Partnerships

Every advisor's journey is unique. That's why we offer flexible partnership structures designed to meet your specific goals and timeline.

Monetize fraction or entire practice
Continue advising or retire on your timeline
5-17x top line revenue multiples
Capital for strategic acquisitions
Enterprise-level scale and pricing
HNW family office resources
Retain your branding and methods
G2 advisor succession strategies
Access to alternatives and private deals

No Private Equity Ownership

Why Legacy Wealth Recruiting is Unique

Every deal is extraordinarily complex, highly confidential, and requires institutional-level expertise. Here's why most advisors need expert guidance to navigate successfully.

Deal Complexity & Confidentiality

Each transaction involves dozens of nuanced steps that most people don't understand. The process is highly confidential and requires someone who has completed 20+ transactions in the last year alone—not a generalized approach.

Qualified Buyer-Seller Matching

Not all buyers are qualified, and not all sellers are qualified. This isn't a Craigslist listing—it requires someone who is a high-level player that understands the quality of buyers and sellers to pull it off successfully.

Rapidly Changing Landscape

The landscape is changing so fast and deal structures are evolving constantly—it's really hard to keep up. You need expertise, bandwidth, and market intelligence to make it all work effectively.

Higher Qualification Standards

We take a much higher qualification process than the average M&A firm. A lot of traditional approaches just waste an advisor's time if they're not working with the correct firm that truly understands the space.

The Cost of Going It Alone

It's a waste of your time trying to run down all of this on your own when you don't understand the space. Most advisors who attempt solo navigation end up leaving significant money on the table or getting stuck in problematic deal structures.

20+

Transactions Completed Last Year

100%

Free to Advisors

30+

Years Combined Experience

The Legacy Wealth Recruiting Advantage

We have the money, bandwidth, and expertise to make complex transactions actually work. Plus, we're completely free to the advisor because our success depends entirely on your success.

Bottom line: This requires institutional-level expertise. Don't navigate the most important financial decision of your career alone.

We're On Your Side - Completely Free

Unlike traditional brokers or recruiters, we don't get paid unless you succeed. Our expertise is provided at no cost because we believe advisors deserve transparent, pressure-free guidance when making the most important decisions of their careers.

Our Promise

Strategic Consultation

FREE

Comprehensive guidance with complete transparency and no hidden agendas

Practice Valuation & Market Analysis
Transition Strategy Development
Deal Structure Optimization
Timeline & Process Planning
Ongoing Advisory Support
Complete Confidentiality Guaranteed
No Pressure, No Obligations
Advisor-First Philosophy

Start the Conversation

Why We Work For Free

We only succeed when you do. Our business model aligns our interests with yours—we provide expert guidance at no cost because we believe every advisor deserves access to institutional-level expertise when navigating practice transitions. No hidden fees, no surprises, just results.

Building Generational Wealth