A second opinion is not about optimism. It is a comprehensive practice management conversation of whether your firm can survive ownership transfer, client anxiety, successor financing, and operational disruption.

Investment Planning Counsel Inc. (IPC) research found almost 90% of Financial Advisors lack a formalized succession plan —before capital, talent, governance, or client confidence are even tested.

Source: IPC Investment Planning Counsel Inc.-Newswire 2021

Do you have a completely funded, rehearsed transition architecture ?

Would you like to have Client, staff, family and buyer confidence conversations that focus on your "WHY" ?

Do you want a completely unbiased second opinion before urgency arrives, such as health, divorce, market correction, or other unforeseen circumstances ?

What is the investment?

Take advantage of a complimentary conversation and get a second opinion before the market gives you one. We see the failures and frustration in the industry, and we are out to change it! We believe succession is a practice management problem.