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.