Succession Point is the premier Wealth Management M&A Consulting Firm helping W2, Independent, and RIA advisors navigate high-impact succession, growth, monetization, and strategic partnerships. Founded in 2018 by industry veteran Michele Mandeville, the firm advises on M&A and growth strategies representing billions in AUM nationwide.

𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬

• Buy a Practice: Accelerate Growth Through Acquisitions
• Sell Your Practice: Maximize Your Value and Secure Your Legacy
• Monetize Your Practice: Capture Market Multiples While Preserving Client Relationships
• Practice Valuations
• G2 Advisor Recruitment
• Strategic Partnerships

𝐓𝐡𝐞 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐢𝐨𝐧 𝐏𝐨𝐢𝐧𝐭 𝐃𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞

For Sellers:
• Zero cost to sellers — Keep more of what you’ve built without paying 3–10% broker or online marketplace fees
• 30% higher practice value
• Qualified buyer pool
• Favorably structured deals
• Reduced stress and closing time
• Precise partner matching
• Ongoing advocacy

For Buyers:
• Precise targeting
• Immediate revenue impact
• Economies of scale
• Amplified network
• Broader client base
• Geographic expansion
• Competitive advantage

𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐬𝐞𝐥𝐥, 𝐦𝐨𝐧𝐞𝐭𝐢𝐳𝐞, 𝐨𝐫 𝐚𝐜𝐪𝐮𝐢𝐫𝐞? 𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐚 𝐟𝐫𝐞𝐞, 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐭𝐢𝐚𝐥 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐰𝐢𝐭𝐡 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐢𝐨𝐧 𝐏𝐨𝐢𝐧𝐭 𝐭𝐨 𝐞𝐱𝐩𝐥𝐨𝐫𝐞 𝐲𝐨𝐮𝐫 𝐨𝐩𝐭𝐢𝐨𝐧𝐬: https://successionpoint.com/contact/


SUCCESSION POINT

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SUCCESSION POINT

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