Your future,
well planned
From pre-retirement planning to transition support, we tailor every step to fit your unique needs and business
Did you know?
65%
of advisors have started a succession plan*
19%
of advisors have a completed, detailed plan documented*
*According to 2024 research from Investment Executive
Few advisors have a plan.
Make sure you do.
Why plan your succession and retirement?
Planning ahead helps create a transition you feel confident and comfortable stepping into.
Reduce your workload
With the right support, begin stepping back on your own terms.
Protect your legacy
Crystallize the value of your client relationships and years of work.
Preserve client trust
Maintain continuity of service and advisor-client relationships.
Maximize business value
Unlock optimal compensation when the right plan is in place.
Support your family
Ensure financial security for those who rely on you.
Retire with confidence
Follow a pre-defined path toward a supported exit.
The Win Succession difference
Our Advisor Business Protection Program is a no-cost, no-obligation assurance to give your estate peace of mind and protection.
It is an agreement between you and Win Succession to purchase your business from your estate in the event of death, disability or serious illness while allowing your estate to remain free to sell to another party.
What our advisors are saying
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This exercise has proven to be one of the better decisions of my career. I’ve dramatically reduced my workload and have a lot more time and energy to focus on my A and B clients.
In fact, I have made more money in the last two years than in any other time in my career.
Christine Joly