Sell My Financial Practice
Helping financial advisors approaching retirement, value, protect, maximize, and realize the value of their business.
How We Help
Succession Planning for Financial Advisors by Financial Advisors
Straightforward 4-step process that guides advisors through evaluating, protecting, maximizing, and ultimately realizing the value of their business
Consultative Services for each of the 4 steps
Our differentiator is we just won’t tell you how to do it, we will actually do it for you
Work With Us
Designed for individual advisors at or approaching retirement without a succession partner
Provides acquisition opportunities for advisors looking to grow by matching IFG affiliated advisors with potential sellers
Transitioning todays businesses to the next generation of financial advisors