Solutions built for you
Flexible advisor-focused options that support your clients, protect your business and honour the legacy you’ve worked so hard to build
Acquisitions
Your business, transitioned with purpose.
We specialize in acquiring insurance, investment and group benefits practices. Our team works closely with you to ensure your clients are cared for and your legacy is preserved.
Key features:
- Sell your business gradually or all at once
- Partnerships with top-performing advisors in the IDC WIN network
- Personalized strategy based on your goals and client needs
- National reach, local understanding
Process
1
Initial conversation to understand your goals and business
2
Customized transition plan, including successor matching
3
Business valuation and formal proposal is presented
4
Staged or full transfer of client segments based on preference
5
Ongoing support to ensure continuity and advisor satisfaction
Advisor Business Protection Program
Plan for the unexpected.
If you were to pass away or become unable to work, what would happen to your business? Our Advisor Business Protection Program (ABPP) gives your estate a clear path forward, making sure that your clients are cared for and the value of your business isn’t lost.
What it does
Our ABP is a no-cost, no-obligation document that allows Win Succession to step in and purchase your book in the event of death, disability or serious illness. It provides immediate stability for your business and family.
Key features:
- No cost to create or maintain
- Provides immediate assurance for your estate
- Flexible structure depending on your situation
Process
1
In the event of death, disability or critical illness, Win Succession steps in
2
Assessment completed within days
3
Your estate is paid based on valuation
4
Clients are transitioned to a qualified, professional advisor
Our partners
