Succession planning offers unique opportunities for financial advisors. If you’re planning retirement, Wells Fargo Advisors can help you realize the true financial value of the practice you’ve built while also providing a trustworthy home for your clients. And for advisors looking to fuel growth, our succession programs provide you the chance to scale your practice faster.
We’ll work with you to develop a succession plan that meets your unique needs, providing opportunity and flexibility in:
Valuation - Use our data-driven model as a starting point to truly negotiate your book valuation
Payment - Choose which payment style you prefer between a fixed monthly, fixed advance, or revenue sharing agreement
Involvement - You know your clients best – stay as involved as you wish to ensure they get the transition experience they deserve
Book acquisition provides an excellent opportunity to drive scale quickly for your practice. We’ll support you with:
Acquisition Capital - Advisors may receive a financial subsidy from the firm to aid in book acquisition
Transition - Receive the right resources for a smooth transition, including development programs, tech platforms, and potential start-up capital
Business Growth - Take on new clients and scale your business by adopting an effective inorganic growth strategy
Throughout the Succession journey, you’ll be guided by an experienced consultant who respects the business you’ve built and will work closely with you to ensure a seamless transition for you and your clients.
When you’re ready, let’s talk.
Make the most of the significant opportunity succession planning represents. Whether you’re looking for the right plan for retirement or a chance to continue growing, we can help you.
Contact us today to learn more.
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
