RESOURCES
White Pages
- The Equity Offer: What Financial Advisors Must Know Before Changing Firms – March 2026
- Maximizing the Value of Your Financial Advisory Business: Understanding What Drives P.R.I.C.E. – January 2026
- Your Firm Was Sold… Now What? – November 2025
- Beyond the Payout: How Advisors Should Evaluate Firm Transitions in Today’s Landscape – October 2025
- M&A: Different Types of Buyers – September 2025
MORE RESOURCES
From first call to full conversion.
Advisor Transition Timeline
The Process Can take longer than you think
The process can take longer than you think.
It’s not uncommon for the process to stretch 6 to 9 months.
For most advisors running a full-time practice, navigating a transition on your own can feel like a second job. This is the timeline I typically see.
Here is how I simplify it:
- I curate a shortlist of firms that align with your goals, saving you from endless intro calls that go nowhere.
- I help you ask the right questions early, identifying deal breakers before you waste time.
- I cut down negotiating time by knowing the inner workings of firm deals and exactly what levers can be pulled.
Step 1
Initial Introductions
2 Weeks
Step 2
Due Diligence Process
4-8 Weeks
Step 3
Home Office Visit
2 Weeks
Step 4
Contract Negotiations
4 Weeks
Step 5
Transition Prepartion
6 Weeks
Step 6
Post-Move Book Transfer
12 Weeks
Here is how I simplify it:
- I curate a shortlist of firms that align with your goals, saving you from endless intro calls that go nowhere.
- I help you ask the right questions early, identifying deal breakers before you waste time.
- I cut down negotiating time by knowing the inner workings of firm deals and exactly what levers can be pulled.