Succession Planning and Business Evaluation

Through our partnership with Royal Alliance, we also offer robust succession planning, business valuation and merger and acquisition advice. We work closely with advisors to recruit and nurture potential successors, merge with young firms and harvest the financial value of their life’s work.

Advisors who want to build their firms via acquisition will find that Affiliated Advisors can support your efforts. Before acquiring another book of business, or another firm, you will need to secure financing and review your internal procedures. Talk to us about your plans, so we can help you bring them to fruition!