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.

1

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.

2

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.

3

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.

4

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.

5

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.

6 WHAT YOU CAN EXPECT

Realization of All Your Hard Work

After decades of work and long hours, it's your turn to retire just like you planned for your clients. By already being on the Straight Path platform your client's service and planning seamlessly passes on to our highly qualified advisors. And because client retention is likely to be high this equals a higher valuation and more money for the business you worked so hard to build.

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.

Build A Succession Plan

6 REASONS TO JOIN OUR FIRM

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WHAT YOU CAN EXPECT

Realization of All Your Hard Work

The Support You Need

A Win-Win For You & Your Clients

7699 Georgetown Center Dr Jenison, MI 49428