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.

GenXFinancial's (IFG's parent company) succession planning platform solves succession planning challenges for solo advisors : Since launching in 2021 Sell My Financial Practice has helped over 50 solo advisors create continuity plans, and implemented 15 Succession plans...continue reading