Top Exit & Succession Planning for Forward-Thinking US Advisors
Succession and exit planning have become critical for financial professionals in the US, particularly as an aging advisor population moves closer to retirement or seeks strategic ways to transition ownership. Whether due to market consolidation, regulatory complexities, or the deep desire to protect client interests, forward-thinking advisors know that a well-crafted succession plan isn’t just a final chapter—it’s the key to preserving legacy, maximizing firm value, and ensuring ongoing client trust. Why Exit & Succession Planning Matter The US financial advisory landscape is undergoing a pivotal shift. With the average advisor now well into their late 50s, a significant percentage will be ready to retire over the next decade. Despite this trend, nearly 40% of advisors lack a documented succession plan—potentially leaving their clients and firms exposed to risks, reduced valuations, and regulatory headaches should an unexpected exit occur. Succession planning brings an intentional...