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Our Succession Program

Exiting the business? We're interested. Very interested.

Exiting the Business

If you run a money management firm or are a licensed representative who is looking for a buyout plan now or in the future, we want to connect with you. Optimize Wealth offers your clients an attractive client offering and investment solutions. We uniquely recognize how much value is in all of the client relationships which you have nurtured. We can structure the buyout around you and your particular situation. And so whether you want an immediate buyout, a two-stage transition, or something in between, we are keen to work with you.

Smooth Transition Process

We offer a smooth transition with minimal investment on your part. We recognize that you are looking to exit the business and move on to the next chapter in your life. Accordingly, we will handle everything from the paperwork, the client meetings, to anything else. Your involvement with the transition will be entirely on your terms and as involved as you want it to be

Equitable Compensation Structure

We know just how hard you have worked to build your practice and your book of clients over the years. We know better than the rest, just how invaluable your relationships are and how much future potential there is within your practice. As such, we are only too happy to move as quickly as you need us to.

Peace of Mind

Get the peace of mind you deserve, knowing your clients’ needs will be completely looked after. Think of the comfort you will have knowing that we judge our success and value based on how well your clients’ financial goals are achieved, not ours. We will provide your clients with personalized financial solutions and advice to help them at every stage of their lives. Our Financial Services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and will preparation. 

The Result? Monetize the full value of your practice while knowing your clients will receive an attractive client offering and investment solutions.