You don’t have to sell your advisory practice to enjoy a life-changing multiple.
Harvest $1,000,000+ from the value of your practice while maintaining control and future growth.
WHAT IS SUCCESSIONFLEX®?
WHAT IS SUCCESSIONFLEX®?
We build a “Succession Bridge” that can include any of the following:
- Succession & Continuity Plan
- Staffing Consulting for Succession
- Advisor pre-succession liquidity option
- Can serve as a client-directed service provider
- Purchase & Financing options
- Rainmaking continuity option
HOW DO THE SUCCESSION AND CONTINUITY OPTIONS WORK?
We will provide (at the advisor’s discretion) a succession and continuity plan from day one! We will custom design the above as well as back-up existing plans an advisor currently has in place.
IS THE SUCCESSION AND CONTINUITY PLAN REVOCABLE?
Yes! The Concept of SuccessionFlex® is to provide the financial advisor maximum flexibility with an element of certainty towards an outcome.
WHAT IS THE ADVISOR PRE-SUCCESSION LIQUIDITY OPTION?
The advisor Pre-Succession Liquidity Option (PSLO) provides a liquidity option for a portion of the advisor’s revenue stream. The advisor maintains control of their practice & book of business. Typically, 30%-40% of an advisor’s revenue is available for the PSLO.
WHAT IF I TERMINATE MY RELATIONSHIP WITH THE AMERIFLEX GROUP®?
The advisor retains the option to terminate their business relationship at any time. If the advisor has executed a PSLO agreement, the advisor can sell the balance of their book or buy back the portion attached to the PSLO.
Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF. 8485 W. Sunset Rd. Suite 204. Las Vegas, NV 89113. 702-987-9730