Founded by financial advisors, Advisor Successions, LLC provides specialized consulting services to other independent financial advisors and firms. Their core business revolves around facilitating mergers, acquisitions, and comprehensive succession planning, offering services such as practice valuation, buyer and seller representation, and deal structuring. The company's mission is to guide financial advisors through the complex process of transitioning their business, ensuring continuity for clients and maximizing value for the practice owners.

Founded in

United States