Advisors that believe in their purpose
Advisors that put their clients and team members first
Advisors that value thoughtful financial planning
Advisors committed to excellence and integrity
Ideal Partners
Developing
15+ years before retirement
Typically a solo practitioner with limited staff and a desire to scale
Desire to take their practice to the next level
Maturing
5-15 years before retirement
Seeking partner for continuity plan in event of unforeseen death/disability
Desire to expand tools and resources to better serve clients
exiting
<5 years before retirement
Have a mature practice with high client loyalty, but lack a succession plan
Looking towards retirement and seeking a partner to serve clients as they transition
Transitions Roadmap
“Every advisor that has joined our firm brings a great track record, incredible ideas, and adds to our amazing culture. That said, there are no two practices that are identical, so we wanted to create flexibility for advisors looking to join our growing firm. We have options that range from higher payout structures to traditional M&A, including equity in our organization. All supported by our top-tier personnel, cutting-edge technology, and practice management resources. Set up some time to see if we are the right fit for you or your team!”
– Ryan McQuillan, CRPC®
VP, Advisor Growth and Corporate Development / Wealth Advisor
“Avior’s Transitions Team works directly with incoming advisors and their teams to ensure a supported experience. We understand that unwinding years of processes and data can be frustrating, so we focus on consistent communication and support. Our team will build and execute a ‘roadmap’ customized to your specific transition, so that all assets, data, and technology integrate, allowing you to serve your clients throughout this process. We keep priorities highly visible and provide consistent and timely training to both advisors and support staff.”
– Kelly Mehrens
Chief Operating Officer
Value your practice.
If you’re interested in working with an objective, third-party practice consulting and valuation firm, please book a meeting below.