Selling Your Practice or Book of Business?
Your practice is your life's work, and your clients trust you with everything. Selling it isn't just a transaction, it's a question of who cares for your clients and what your legacy becomes. We buy books of business and help advisors transition on their terms.
How Pacific Point Helps
- Understand what your book of business may be worth.
- A transition that protects your clients and your reputation.
- Choose your exit speed, a fast handoff or a gradual, multi-year transition.
- Plan the proceeds and your own retirement with a fiduciary.
See also our succession model for retiring advisors →
Most Owners Get Advice Too Late. We Start Early.
The difference between a good exit and a great one is usually the planning that happens years before the closing table, and the plan for the money after.
Before the Sale
Understand what your business may be worth and what drives that number. Structure the deal and your entity with tax in mind, so more of the proceeds are yours to keep, not the IRS's.
During the Sale
Coordinate with your CPA and attorney on deal structure (asset vs. stock), earn-outs, and timing. Model what each offer actually leaves you with, after tax, so you negotiate from clarity.
After the Sale
Turn a one-time windfall into lasting income. Asset allocation, tax-aware investing, and a plan designed so you can retire without having to work again, unless you want to.
Pacific Point Wealth Management works alongside your CPA and attorney. This is educational information, not tax, legal, or investment advice, and not a guarantee of any particular outcome.
Financial Advisors, FAQs
Do you buy books of business?
Yes. We work directly with retiring and transitioning advisors on the valuation, the client transition, and the terms.
Will my clients be taken care of?
That is the heart of it. We build a dedicated transition plan and introduce every client personally, because your legacy depends on how they are cared for.
How fast do I have to leave?
You choose. Some advisors hand off in 90 days; others transition gradually over one to two years.
Start With a Number.
Get an educational estimate of what your business may be worth in minutes, then talk it through with a fiduciary who plans the whole exit, not just the sale.