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SUCCESSION
PLANNING.
Because lasting legacies are designed with intention.
The financial services industry is on the cusp of unprecedented transition: 37% of advisors controlling roughly $10 trillion in assets are expected to retire within the next decade, yet only 42% of firms have a written succession plan. Waiting too long, avoiding tough conversations, or neglecting leadership development puts decades of work — and client trust — at risk.
At the same time, the pace of change is accelerating. Leaders can’t afford to treat succession as something to think about “later.” The firms and teams that thrive will be the ones that approach succession as a strategic growth opportunity, not just a handoff.
Sources: McKinsey & Company, Cerulli Associates
SUCCESSION.
Succession is the natural extension of the Complete Practice. After building, structuring, elevating, and optimizing a business, the next step is designing a transition that ensures continuity for clients, opportunity for teams, and clarity for leaders.
Our process combines the strategic and human dimensions of succession — aligning vision, systems, and people — so the business is future-ready, and the leader’s legacy is carried forward with confidence.
SUCCESSION READINESS.
Succession isn’t just about whether the business is ready — it’s also about whether you are ready. For many advisors, the practice has become part of their identity. It has shaped how they lead, how they spend their time, and how they define purpose and success.
That’s why readiness goes beyond a signed agreement. It’s about the leader, the team, the business, and the clients — an entire ecosystem prepared to thrive without you at the center. Ask yourself:
Are YOU Ready?
Is your vision for the future clear — grounded in your next chapter, and confident in releasing control?
Is YOUR BUSINESS Ready?
Is the practice built on scalable systems, consistent service models, and transferable processes?
Are YOUR CLIENTS Ready?
Do you have strong relationships across the team and confidence in the continuity of care?
Is YOUR TEAM/SUCCESSOR Ready?
Is your team/successor aligned on vision, culture, and decision-making, with the skills to lead effectively?
Is THE MARKET Ready?
Is your business positioned to remain competitive, relevant, and resilient in a shifting environment?
SUCCESSION PROCESS.
Our succession planning process builds on the principles of the Complete Practice — structured, intentional, and designed for sustainability. While every transition is unique, the framework follows a clear path, with flexibility to adapt to individual leaders and organizations. At its core, the process balances mindset and systems: preparing leaders and teams for growth while embedding structures that create long-term impact.
