Advisors in Transition

ADVISORS IN TRANSITION

Advisors Leaving the Industry

Whether you have been in the business for five years or fifty years you’ve worked hard to build something of value. Now it is time to consider an exit strategy.

Cutter Advisors Group has purchased several practices and they have all proven to be very successful for all parties. Our excellent client retention is evidence that they have been pleased with the services they receive. Just as important, the sellers have received all of their payments, per the contract, and were able to transition out of the business as planned. Obviously you want to get a fair price for the business you have worked so hard to build; but just as important is maximizing client retention by finding the “best match” for your clients, which means finding a successor with the experience, credentials, integrity and personality your clients will be comfortable with, and minimizing any inconvenience on their part. 

If you are considering retiring or leaving the industry and would like to speak confidentially with us, we would be happy to discuss your particular situation in more detail.