Claudette T. – Retired Financial Advisor
After 30+ years in practice, Claudette was ready to retire—but not at any cost. Her firm’s suggested successor lacked the experience and continuity she felt her clients needed. She also inquired within other nearby offices but those advisors were all too close to retirement or lacked experience as well. Unwilling to compromise, Claudette retained Advisor Hunt™ to execute a structured financial advisor M&A process. The firm sourced several established advisory teams, all fully vetted and with proven client retention track records. Within three months, she had secured a deal that aligned with both her values and financial expectations.
Outcome:
● Higher sale valuation than initially offered through her firm.
● Confident client transition to a buyer with a 20-year runway.
● Secured her legacy of doing the right thing for clients while safeguarded multigenerational client relationships.