Build A Succession Plan
Develop a plan for the future, while still enjoying what you do today.
6 REASONS TO JOIN OUR FIRM
Built-In Succession Plan & Sale With Higher Multiple
We will work with you to craft a buyout & succession plan that is on your timeline and helps you maximize the value of your business due to high retention rates.
Staged Transition To Retirement
Research shows that a sudden transition to full retirement can be unfulfilling and lead to a loss of purpose. With Straight Path, you can gradually transition to the work you enjoy while we handle the hassles.
Tax Planning To Provide Better Planning For Clients
Tax planning is a vital piece of a complete financial and retirement plan for clients. With our tea of tax experts, you have access to proactive tax consulting, increasing the value and success for your clients.
Potential For Higher Cash Flow Now
With the average RIA profit Margins below 50%, by joining Straight Path, you earn more cash today, while also preparing for your future.
Eliminate Operations and Administrative Hassles
No more paperwork, compliance or admin hassles. Our dedicated services team takes away all those inconveniences allowing you to spend time with your clients and growing your business.
Provide Clients With Teams of Experts
Having already joined our team by the time of sale, the likely client retention rate increases. This allows us to pay a higher multiple creating more value to you while allowing your clients to feel comfortable.
WHAT YOU CAN EXPECT
The Support You Need
With a full client transfer team and back-office support, making the transition to a fee-only financial planning firm has never been easier. Your clients will experience proactive, responsive service that ensures nothing slips through the cracks.