Succession Planning

There is High Demand for Financial Advisory Practices

Are you thinking about retirement? Are you concerned about the well being of your loved ones if suddenly you can no longer work? If these concerns resonate with you, it’s time to construct an air tight succession plan.

Is your financial advisory practice for sale? NewGen Placement knows that it is important to you that you transition your business to a firm or individual that you can trust. Someone who shares your vision, values, and who will treat your clients with care, respect and professionalism.

Whether you are thinking about selling your practice outright, transitioning over time, or scaling back and working only with select clients, our team has the tools to find the best solution for you and your clients.

If you own your business or work in a W2 environment, it is vital that you review all of your options. If you are an employee, does your firm have a plan? Have you reviewed it? Is it right for you and your clients? Please contact us to insure that you will be properly compensated for your life’s work and that your clients will continue to receive the level of professionalism that they have come to expect.

The BEST Time for Succession Planning for Financial Advisors is Right Now!

Even if you are only in the preliminary stages or “testing the waters”,
let us help you look at your options and evaluate your business’ potential.