Secure Your Legacy: Streamline Your Practice & Join Our Growing Team
Vidarrow Can Be Your Continuity Partner
At Vidarrow, we understand the importance of a well-defined Practice Continuation Agreement (PCA). We partner with advisors to craft customized PCAs that ensure a smooth transition for your clients in the event of your retirement, disability, or passing.
Our Continuity Partnership offers several benefits:
- Peace of Mind: Knowing your clients will continue to receive exceptional care brings peace of mind to you and your clients.
- Client Retention: A well-structured PCA helps minimize disruption for your clients, fostering trust and loyalty.
- Enhanced Practice Value: A strong PCA increases the value of your practice, making it more attractive to potential buyers or partners.
Let's Discuss Your PCA Needs
We encourage you to contact us to discuss your specific needs and how Vidarrow can help you create a comprehensive Practice Continuation Agreement.
Are you a seasoned financial advisor looking to retire or sell your practice?
Do you dream of focusing on client relationships without the burden of day-to-day business management? Do you dream of selling your practice to a firm that you know will take great care of your clients? Whether you want to Sell and Exit or Sell and Join, Vidarrow is interested in speaking with you. We offer a unique opportunity to join a thriving wealth management firm and secure your legacy.
Transitioning Your Practice:
We understand the challenges of running a successful financial advisory practice. Whether you're approaching retirement or simply seeking a shift in focus, we offer a seamless Merger & Acquisition (M&A) program designed to:
- Preserve Your Legacy: Ensure your clients continue to receive exceptional service under our continued care.
- Unlock Equity: Monetize the value you've built in your practice.
- Simplify Your Life: Ditch the administrative responsibilities and focus solely on what you love – building relationships and managing client portfolios.
Benefits of Working with Us:
- Enhanced Resources: Leverage our infrastructure, technology, and support staff to enhance your client service capabilities.
- Collaborative Environment: Become part of a dynamic team with shared values and a commitment to excellence.
- Continued Growth: Benefit from ongoing professional development and client acquisition support.
- Competitive Compensation: Enjoy a compensation package designed to reward your experience and expertise.
- Flexible Ownership Options: We can explore Vidarrow acquiring 70% of your practice (you keep your ADV) or 100% (join our ADV). For 100% sales, we can also explore the option of providing a percentage of the value in Vidarrow equity if you are interested.
A Secure Future for You and Your Clients:
Our M&A program prioritizes a smooth transition. We'll work closely with you to ensure your clients are informed and comfortable with the change. Your success is our success.