Equity and Succession Program

IFG offers an industry-leading turnkey succession platform to all its advisors. Through MyRemoteFA®, IFG provides a continuity partner or exit strategy for advisors without a natural successor. We also provide matchmaking services for advisors who feel a local presence is better suited for their clients. In addition to these matchmaking services, we provide complimentary practice valuations and template continuity and succession planning documents.

These services are offered to all affiliated advisors at no cost because we believe that protecting the future of your clients and your heirs is of utmost importance. Our team has completed hundreds of deals ranging from an individual advisor’s practice generating a few thousand dollars to large broker-dealer acquisitions, so let us put our experience to work for you.