Succession Planning
Kingswood offers succession planning services to support its advisors in preserving their legacies while enhancing client trust and services.
What is it?
Kingswood’s succession planning services are tailored to help advisors secure their legacy and ensure their clients' continued trust. With an intimate understanding of the independent advisory space, Kingswood offers solutions for succession, liquidity, and long-term support to keep your business thriving long after you retire.
How does it work?
Kingswood provides a seamless pathway to succession with a tailored approach.
Liquidity Options
Access upfront capital through a minority acquisition (20–40% stake) based on fair market value.
In-House Succession Planning
Kingswood helps arrange a succession plan that works for you and your desired level of involvement as you look to retire/exit.
Enhanced Support
Dedicated resources, administrative tools, and a proven platform to help scale your business while maintaining its integrity.
Additional Information
For more information, you may download our succession planning deck.
Download Succession Planning Deck
If you have any questions about how Kingswood can support your succession planning, please contact Ryan Sabet (rsabet@kingswoodus.com) or Jaime Golden (jgolden@kingswoodus.com).