Plan your future with confidence—our succession solutions help advisors protect their legacy and monetize their book of business.
You have built your practice with years of dedication, expertise, and personal commitment to your clients. At some point, every advisor faces the question of what happens next. Whether you are preparing for retirement, considering a sale, or planning for an unexpected transition, having a clear succession plan ensures your clients are cared for, your business retains its value, and your legacy remains intact.
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Without a plan, even a thriving practice can lose value quickly during a transition. Clients may feel uncertain, team members may leave, and negotiations may not work in your favor. A proactive succession plan can:
Veranovia’s succession planning process is designed to be personal, structured, and adaptable. Together we will:
We begin with a conversation about what matters most to you. Do you want a successor who shares your values and approach to client service? Is maximizing financial value your top priority? Do you want to stay involved for a transition period or step away immediately?
We work with valuation professionals to determine the fair market value of your practice. If there is an opportunity to increase that value before your transition, we help you implement strategies that enhance your business’s appeal to potential successors.
Using our network of trusted advisors and industry connections, we help identify, evaluate, and match you with a successor who aligns with your vision for your clients and your team.
We outline a clear, step-by-step plan that includes deal structure, payment terms, legal requirements, operational changes, and a defined timeline.
Client trust is central to the success of any transition. We help you create a communication plan that informs clients, reassures them, and builds confidence in their new advisor relationship.
Our team stays involved through every stage of the process, from negotiations to operational handoff, ensuring your plan is executed smoothly.
From the moment you join Veranovia, you have an additional layer of security. As part of your affiliation, Veranovia has the first opportunity to match any offer you receive for your practice. This means:
Even if you decide to sell to someone else, you will know there is a safety net in place that can protect your business’s value and continuity.
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Succession planning is not only for advisors who are ready to step away today. We help advisors at any point in their career:
When you partner with Veranovia for succession planning, you gain:
You didn’t go independent to become a full-time marketer, but growth still matters. At Veranovia, we provide the tools, content, and guidance to help you attract ideal clients, deepen relationships, and scale with intention.
As your firm scales, your people are your greatest asset. We provide strategic human capital support, including hiring guidance, team structuring, and culture development, to help you attract, retain, and develop the right talent for every stage of growth.
We help financial advisors seamlessly transition to independence with personalized support, compliance guidance, and operational setup.
Join live, high-impact sessions featuring real-world strategies, proven growth tools, and insight from advisors and experts across the Veranovia ecosystem.
