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. 8475 W. Sunset Rd. Suite 101. Las Vegas, NV 89113. 702-987-9730