Succession plans and acquisitions

Whether you’re nearing retirement, thinking about slowing down, or just preparing for the future, you need to create a formal succession plan to ensure your clients are taken care of. IFAM Capital can help you devise a successful exit strategy, and give you the ability to grow your business and its valuation.

Our experienced client service personnel are here to guide you through paperwork, administration, and much more. While the task of transitioning can be daunting, it’s also an exciting time for you. We can help you ensure your clients’ futures and preserve your own legacy.

Long-term continuity for clients

Your clients want to know what’s going to happen to them and their assets if you leave the business. Our multigenerational ownership structure ensures continuity in our client relationships and gives you confidence that we’ll be there to guide clients for decades to come.

A platform for growth and servicing

Our team provides the support you need to transition successfully. From investment research to business development to client service, our advisors and staff are here to ensure a positive experience for you – and your clients.

Focus Financial Partners

Through our relationship with Focus Financial Partners, we can assist with monetizing your life’s work; providing superior access to resources, expertise, research services, and technology providers; and manage your costs.


Get in touch

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