Succession Point - Wealth Management Solutions
One-on-one consulting to facilitate your buying/selling practice goals.
When Financial Advisors arrive at the point of wanting to acquire or sell a practice, they often need sophisticated resources and guidance to accomplish their objectives. That's what we do.
No subscription fees.
No personal information in an unsecured database.
No unqualified solicitations.
We offer PERSONALIZED, CONFIDENTIAL Succession Planning consultation to help you achieve your unique goals. With a team of diversified, industry veterans, Succession Point has the expertise to help advisors identify potential acquirers/sellers, provide practice valuations and execute the complex contractual necessities in a succession plan.
Company Details
- Employees
- 2
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.successionpoint.com
Succession Point Questions
Succession Point's website is http://www.successionpoint.com
Succession Point's LinkedIn profile is https://www.linkedin.com/company/succession-point
Succession Point has
2 employees.
View email and phone details for 2
employees at Succession Point.
Succession Point's industry is
Financial Services
Succession Point's top competitors are
Prism Wealth Management Recruiting,
Pioneer Valley Financial Group,
Chapman Communications Group,
Vigilant Wealth Management,
Carrera Capital Advisors,
Vush,
Alphacore Wealth Advisory,
Leeward Wealth Management,
Orlando Health,
Newedge Wealth.
Succession Point's categories are Financial Services
