Succession Planning

Looking to transition your practice? Investacorp has the resources to help. Not only do we have in-house succession planning specialists, but we work with several independent companies who deliver powerful resources to help our advisors with their transition planning needs.

Our planning specialist will work with you to ensure that your business will continue and your clients will be well cared for. We also provide you with important insights into what you business is worth and help you craft a plan to find a successor who matches your criteria.

Acquisition Support

Acquiring another practice allows you to quickly grow by leveraging the business you’ve built from your operational processes to your staff to technology. If you are a growth minded advisor with the entrepreneurial skills to manage an acquired practice, we can be of invaluable assistance. Investacorp can provide specialized guidance and more importantly, can assist with the funding of these transactions.