Advisor Hunt M&A™
Optimal Practice Succession™
Leave your clients in the best hands possible.
Our flagship succession program, Optimal Practice Succession™, can be applied to every succession scenario, including yours.
We run a highly structured M&A process, with the overriding objective of maximizing outcomes – for you the seller, for your buyer and for your clients
Step 1: Choose Your Plan
Take the predictable and lowest risk route and leave your clients in the best hands possible.
The Direct
Sale
- Most common: 95%+
- Retention-based payout
- Fast transition
The Invested
Seller
- More rare. Unique circumstances
- Performance-based payout
- Longer transition
The Builder
Handoff
- Less common: ~5%
- In-house practice builder
- Often partial vendor financing
The Associate
Handoff
- Quite rare
- In-house superb servicer
- Usually full vendor financing
Step 2: Find Your Successor
Headhunt qualified buyers
Evaluated thoroughly based on
Geography
Licensing
Track record
Philosophy
Client fit
Runway
Bankability
Technology
Scalability
Evaluate Based On:
- Geography
- Licensing
- Track record
- Philosophy
- Client fit
- Runway
- Bankability
- Technology
- Scalability
Headhunt Qualified Buyers
Step 2: Find Your Successor
Evaluated thoroughly based on
Geography
Licensing
Track record
Philosophy
Client fit
Runway
Bankability
Technology
Scalability
Follow a Structured Deal Process
Step 3: Follow a Structured M&A Process
M&A FAQs
What types of advisors do you work with?
We work with all financial advisors including investment, insurance, planning, portfolio management, RIA and other financial advice. The commonality is that our clients must have a loyal clientele (ie. own their practices / books.)
What practice / book sizes do you work with?
It’s not the size that counts, but rather practice / book ownership. We work with advisors whose practice sizes range from boutique to billions in assets.
What if I am a seller and have already selected my buyer but I’m not sure how to structure a deal? Can you still help me?
Yes, we can help you. We facilitate the deal process, help determine and get agreement on a fair practice value, and apply our deal framework to align buyer and seller interests. In every case, the objective is to maximize outcomes for both buyer and seller.
When should I start my M&A process?
We recommend that you start 6 to 9 months before you wish to commence your practice succession. Before then, focus your energies on building your practice, cleaning it up and ensuring that compliance and documentation are tight. The higher the quality of your practice, the better the offers will be from the most qualified buyers. Reminder that there will usually be a transition period during which you will overlap with your buyer. These transitions typically range from several months to a couple of years.
Why use an M&A firm to sell your practice?
- This is most sellers’ first time.
- Specialized knowledge is required.
- Proper deal structuring minimizes risks.
- Confidentiality is maintained throughout the process.
- You focus on your clients while we focus on getting the deal done.
Why don’t you recommend developing a young associate over 5 to 10+ years for succession?
- The success rate for advisors is about 10%. Even fewer will have the capacity to fund an acquisition or manage a big practice. Betting that an associate will be fully capable of assuming your practice in 5 to 10 years comes with a single-digit probability—that’s gambling. Some gamblers get lucky, but that’s not a succession plan.
- We bring established buyers with track records of success to the table. We don’t gamble. Your succession—which is your clients’ succession—is too important.
Advisor Encore™
Stay Engaged, Add Value,
Be Part of the Team.
Contact
- (332) 244-9550
- info@advisorhuntglobal.com
- 99 Wall Street, Suite 5409 New York NY 10005
