Sell & Succession


Advisorbox provides solutions for advisors looking to sell all of their practice now or sell incrementally over time. We help advisors evaluate and implement succession options and exit strategies.

Selling your financial practice isn't just about getting the best price but also about getting the best deal from the right buyer at the right time.

Advisorbox can help you find a successor who is going to provide stability and long-term support to the clients you've spent a career acquiring and servicing.

We believe that unlocking the equity in your practice and fulfilling your exit strategy can often be as much an emotional decision as it is a financial one. Finding the right successor with the values, competence and a cultural match for your client base is essential for a truly successful transition.

It would be our pleasure to speak with you today about your succession and selling goals. 

Become a member
Please contact William Summers with any questions and to join our membership.

View the Match Seller Brochure!