• Advisors that believe in their purpose

  • Advisors that put their clients and team members first

  • Advisors that value thoughtful financial planning

  • Advisors committed to excellence and integrity

Ideal Partners

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Developing

  • 15+ years before retirement

  • Typically a solo practitioner with limited staff and a desire to scale

  • Desire to take their practice to the next level

Simple green line drawing of a tree with two smaller plants on either side.

Maturing

  • 5-15 years before retirement

  • Seeking partner for continuity plan in event of unforeseen death/disability

  • Desire to expand tools and resources to better serve clients

Icon of a person walking out of a door with an arrow pointing to the right.

exiting

  • <5 years before retirement

  • Have a mature practice with high client loyalty, but lack a succession plan

  • Looking towards retirement and seeking a partner to serve clients as they transition

Transitions Roadmap

Flowchart outlining transition process stages: Strategy & Planning, Talent Assessment & Team Onboarding, Transition Execution, Post Transition with tasks under each stage.
A teal compass rose symbol with 8 points on a black background.
A winding road diagram illustrating a multi-phase process with key steps, including meeting transition team, developing a roadmap, executing course of action, and providing support, with color-coded dots representing different team roles.
A man in a light gray blazer and white shirt standing indoors near a brick wall and a window.

“Every advisor that has joined our firm brings a great track record, incredible ideas, and adds to our amazing culture. That said, there are no two practices that are identical, so we wanted to create flexibility for advisors looking to join our growing firm. We have options that range from an affiliation model to ownership in our organization, all supported by our top-tier personnel, cutting-edge technology, and practice management resources. Set up some time to see if we are the right fit for you or your team!”

– Ryan McQuillan, CRPC®

Director of Firm Development / Wealth Advisor / Partner

 

A woman with long, wavy blonde hair wearing a navy blue textured dress with a colorful statement necklace, standing in front of a brick and glass background.

“Avior’s Transitions Team works directly with incoming advisors and their teams to ensure a supported experience. We understand that unwinding years of processes and data can be frustrating, so we focus on consistent communication and support. Our team will build and execute a ‘roadmap’ customized to your specific transition, so that all assets, data, and technology integrate, allowing you to serve your clients throughout this process. We keep priorities highly visible and provide consistent and timely training to both advisors and support staff.”

– Mandy Tinsley

Transition Manager

Value your practice.

If you’re interested in working with an objective, third-party practice consulting and valuation firm, please book a meeting below.