Succession Planning

Plan. Excel.

If you’re buying, selling or transitioning a financial practice, your options are limited to the extent that you plan.

Concorde Asset Management offers support from top industry professionals who understand the distinct characteristics of the business and give you the tools needed to make the transition – including evaluation, contract negotiation and financing.

Succession Planning

Concorde provides a game plan for both planned and unplanned events, such as retirement, disability and death. We also assist with accurately calculating the value of your practice to determine if there is enough cash flow to support a mutual agreement.

Practice Acquisition

Concorde offers financial practice acquisition solutions that help advisors prepare themselves and their business through accurate business valuations, financing, transition consulting and more.

To learn more, fill out the form below to contact us.

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