Succession Planning

Financial advisors and RIAs spend decades building their businesses one relationship at a time without much consideration about what will happen when it comes time to hang it up. Atlanta Capital Group has a proven track record of succession planning benefitting both advisors and their clients. Our breadth of knowledge and acquisition experience ensures a seamless transition. We help you protect and realize the value of your life’s work while providing for the long term care and retention of your clients.

Our Strategy Includes:

  • Complete, long-term succession planning, which creates an excellent opportunity to partner with the next generation of investment professionals.
  • Monitoring, protecting, and realizing the value of practice owners life’s work while providing for the long-term care and retention of the clients.
  • Helping investment professionals view a practice shifting from an employee mentality to a business ownership mentality.