A smooth and easy transition is what you can expect. You will receive a dedicated transition team to take care of the heavy lifting. The Transition process represents the initial phase of your new practice redefined – the one in which you enjoy the freedom to practice business as you’ve always imagined. You can expect a streamlined transition process toward true independence to help you pursue your business goals. Our objective is to allow you to focus the majority of your time on what’s most important – managing client relationships and transferring assets as quickly as possible to increase return on investment.
Having the right support, guidance and tools is imperative to success. Run your business with ease while growing and taking your practice to another level. North Point provides not only the physical tools you need, but the extra support that can help you focus on what really matters: your clients. We’ve cultivated professional partnerships and alliances in specialized fields, allowing us to quickly assemble experienced teams to serve your needs, no matter how complex.
Advisors who have sought us out have explained in detail why they chose to become a PWA partner, and it comes down to one key segment: our succession and acquisition model is battle tested and works for those planning retirement now or in the future.
Highlights of the model include: