Continuity Succession Plan

Timeframe: Not sure yet?

We provide turnkey continuity succession plans for the advisor who is not ready to make any moves, but who needs to establish a back up plan to protect against catastrophe and provide for loved ones and staff. This is a very simple process that relies on our Client/Advisor Matching Algorithm™ to ensure that your clients are best fit to their successor advisor should something happen to you.

Immediate Retirement - Client Advisor Relationship Matching

Timeframe: within 1 Year

For the advisor looking for an immediate buy/sell agreement, we offer an expedited program that focuses solely on matching your client relationships to the best fit advisor using our proprietary matching algorithm.

Gradual Retirement - Equity Enhancement

Timeframe: within 2-5 years

For the advisor looking to take a more strategic and gradual approach to their retirement, we offer our Equity Enhancement program which focuses on enhancing the value of their business by positioning for exit, removing attrition risks and repositioning client assets to maximize the value of their business.

CollaborativeWEALTH® Cornerstone Office (advisorRETIRE Franchise)

Timeframe: 5-10 years

For the slightly younger advisor looking for multiple liquidity events and to turn over the headaches of managing their operations, we offer the opportunity to establish a CW Cornerstone office with exclusive territories to participate in the practice acquisitions.