• Advisors that believe in their purpose

  • Advisors that put their clients and team members first

  • Advisors that value thoughtful financial planning

  • Advisors committed to excellence and integrity

Ideal Partners

Developing

  • 15+ years before retirement

  • Typically a solo practitioner with limited staff and a desire to scale

  • Desire to take their practice to the next level

Maturing

  • 5-15 years before retirement

  • Seeking partner for continuity plan in event of unforeseen death/disability

  • Desire to expand tools and resources to better serve clients

exiting

  • <5 years before retirement

  • Have a mature practice with high client loyalty, but lack a succession plan

  • Looking towards retirement and seeking a partner to serve clients as they transition

Transitions Roadmap

“Every advisor that has joined our firm brings a great track record, incredible ideas, and adds to our amazing culture. That said, there are no two practices that are identical, so we wanted to create flexibility for advisors looking to join our growing firm. We have options that range from an affiliation model to ownership in our organization, all supported by our top-tier personnel, cutting-edge technology, and practice management resources. Set up some time to see if we are the right fit for you or your team!”

– Ryan McQuillan, CRPC®

Director of Firm Development / Wealth Advisor / Partner

 

“Avior’s Transitions Team works directly with incoming advisors and their teams to ensure a supported experience. We understand that unwinding years of processes and data can be frustrating, so we focus on consistent communication and support. Our team will build and execute a ‘roadmap’ customized to your specific transition, so that all assets, data, and technology integrate, allowing you to serve your clients throughout this process. We keep priorities highly visible and provide consistent and timely training to both advisors and support staff.”

– Mandy Tinsley

Transition Manager

Value your practice.

If you’re interested in working with an objective, third-party practice consulting and valuation firm, please book a meeting below.