Why choose Advisor Successions?
Advisor Successions understands that a financial planner’s greatest asset is their business, and when looking to transition they need more than just a typical posting. Advisor Successions offers top of the line concierge services to financial advisors for all their buying, selling or transitioning needs. Advisor Succession’s individual approach allows clients to connect with their best possible match. Our professionals are recognized experts in the financial advisory field, as a result they know how to guide and help their clients on a personal level. Advisor Succession’s experts have constant contact with their clients from beginning to end and thereafter, so you can be reassured that we will meet your needs and wishes, throughout your transition process.
Advisor Successions mission is simple – help financial advisors grow through acquisition, protect their business with a succession plan, and manage the transition of their business through the right connection and service.
Garrett Taylor is the President of Advisor Successions. Garrett has brought his extensive experience to guide financial advisors with both acquisition and succession planning. Over the past ten years, Garrett has helped to facilitate successful transactions for financial professionals looking to grow, merge, and sell their businesses. Garrett has had multiple speaking arrangements with various firms.
Our team of highly skilled professionals are actively engaging advisors who are buying and selling in the market place. They will work with you through negotiation, agreement, due diligence and problem resolution; they will help you to avoid complications so you can move forward with confidence. You can count on our experience managing different planning scenarios and will benefit from our ability to address your needs for your unique plan to find the right practice. Our team can help facilitate the process through simplified solutions from beginning to end!. Our commitment to individualized and personal service have allowed us to deliver a high level of satisfaction for our clients.
As a seller, we’ll provide access to a network of potential buyers and work with you to facilitate the successful transition of your business. We help to clarify your vision, define transactional criteria and evaluate potential opportunities against your goals to match you with a buyer. Going forward, our team will work with you through negotiation, agreement, due diligence and problem resolution; we will help you to avoid complications so you can move forward with confidence.