Succession & acquisition

Whether you're looking to sell your business and retire, or you're looking to grow your business through an acquisition, our succession program can help you complete a successful deal.

Business continuity, your way

When you decide it's time to grow your business or pass on your legacy, our business continuity experts and sophisticated succession program can offer you:

Helping you prepare to pass on your legacy

With more than 50 years of experience, our team of experts have completed hundreds of successful transitions in the financial services industry and can help you make the right choice for your business.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Osaic Advisory Services, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by Vision2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

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