Expertise you can trust

For strategic guidance and hands-on support, our experienced team and trusted partners bring the knowledge to protect your business and guide next steps

What sets us apart

Purposeful planning. Clear valuations. Advisor-first outcomes.

We specialize in transitioning insurance and investment books, helping advisors confidently prepare for succession and retirement.

What we’re seeing

  • No intentional succession or retirement plan
  • Lack of systems and processes
  • Making yourself indispensable
  • Weak commitment to transition
  • Focusing on the wrong things
  • Ignoring available support
  • Poor financial and business records

Our value to you

Help you plan effectively for succession and retirement

Provide transparent valuations of your business

Acquire insurance and investment practices through flexible agreements

Guide you through gradual or full transitions with experienced, hands-on support

Meet our team

Meet our partners

Our commitment

A clear and defined approach built for clarity and confidence.

Purchase formula

Win Succession enters into a contractual commitment using a fair, predetermined formula to value your business.

Documented plan

An agreement is presented to acquire your business in the event of unexpected death or planned retirement.

Price and payment

An agreed-upon price and payment schedule ensures your business is transitioned with transparency and peace of mind.