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.

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 advisers 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!

Continuity planning offered through CreativeOne Wealth, LLC and CreativeOne Securities, LLC. CreativeOne Wealth, LLC. advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. © 2023 Creative One Marketing Corporation, CreativeOne Wealth, LLC and CreativeOne Securities, LLC.