Recognizing the emerging need for qualified expertise in designing wealth management succession plans, PRISM Wealth Management Recruiting founded Succession Point. With a team of diversified, industry veterans, Succession Point has the expertise to help advisors identify potential acquirers/sellers, provide practice valuations and execute the complex contractual necessities in a succession plan.
When Financial Advisors arrive at the point of wanting to acquire or sell a practice, they often need sophisticated resources and guidance to accomplish their objectives. That's what we do.
PERSONALIZED, CONFIDENTIAL Succession Planning consultation to help you achieve your practice objectives.
No subscription fees.
No personal information in an unsecured database.
No unqualified solicitations.
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