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Succession & Acquisition Planning

Succession Planning

Succession Planning

At High Point Capital Group, we understand that no two succession plans look the same. Some advisors want to sell their practice and walk away, some want to scale back, while others want to remain actively involved in the business, but perhaps at a slower pace.

We provide comprehensive guidance and assistance throughout the entire succession planning process, helping advisors identify and groom successors, negotiate agreements, and seamlessly transfer client relationships.

Our tailored approach considers the unique needs and goals of each advisor, ensuring a successful transition that preserves client trust and continuity of service. With our expertise and support, advisors can confidently plan for the future and leave a lasting legacy for their clients

Documentation:

Documentation:

High Point Capital Group, in collaboration with Osaic Wealth, extends a valuable offering to advisors by providing complimentary succession documents at no additional expense. This partnership ensures a smooth transition for you and underscores our commitment to supporting advisors.

Valuation:

Valuation:

High Point Capital Group has the systems in place to provide you a valuation of your business in real time. Whether it’s your first valuation or you’re looking for a second opinion, we are happy to help.

Financing:

Financing:

Partnering with Osaic Wealth and other financial industry lenders equips us with robust financing solutions tailored to support your deal. With their expertise and resources, we're well-prepared to navigate the complexities of financing and ensure a successful transaction for all parties involved.

Transition:

Transition:

With an in-house transition team, we want to ensure you have a smooth transition. With our expertise and resources, advisors can confidently navigate transitions, ensuring a smooth and successful journey to their next chapter.

We're here every step of the way.

We're here every step of the way.

High Point Capital Group provides comprehensive support to financial advisors through every stage of succession planning, ensuring a smooth and strategic transition.

We offer personalized guidance to help advisors develop robust succession strategies that align with their long-term goals. From identifying and vetting potential successors to facilitating seamless client handovers, High Point Capital Group addresses both the financial and emotional aspects of succession.

We provide resources and expertise in valuation, deal structuring, and transition management, allowing advisors to maximize the value of their practice while ensuring continuity for clients. 

Advisors do a great job planning for and taking care of their clients throughout their career.  However, they often don't consider their own business planning in terms of continuity and succession. We aim to educate, assist, and provide resources for all advisors so that they can protect their business for themselves, their families, and their clients.

- Derick Klug, President & OSJ

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