Succession
"Hi, I'm Lacey Jordan. My business partner Tracy Thornlow and I were concerned about the worst-case scenario: what if something happens to one of us and planned succession way down the road? By joining Summit, they've developed departments that can support us in establishing a succession plan and support so that we can continue to serve our clients and have our staff thrive, grow, and expand their roles by using people with specific expertise. It's a perfect fit and a perfect solution for us and, therefore, for our clients."
-Lacey Jordan, CFP®, ChFC®
Are You Ready to Exit Your Practice — But Unsure Where to Start?
One of the greatest challenges senior and founding advisors face is creating a clear, successful path to retirement or transition. You’ve built a thriving business and earned your clients’ trust over decades, but navigating succession planning can feel complex and overwhelming.
Download our free guide: "5 Keys to a Successful Succession Plan for Financial Advisors"
In this resource, we’ll walk you through:
Creating a clear vision for the future of your business
Communication with your team
Your transition
Start planning with confidence. Whether you're 5 years away or just beginning to think about your exit, this guide is packed with insights to help you take the next step.
Succession Planning at Summit
A succession plan isn't just about planning for your exit—it's about securing the future for your clients, your team, and your practice's legacy. By joining Summit Wealth Group, you can benefit from a supportive environment that emphasizes long-term planning and the well-being of your future.
If you are an elite solo advisor or ensemble looking to scale, thrive, and secure your legacy, getting started is easy:
Click "Join Summit" to schedule a meeting.
We will connect with you to discuss the opportunity to join Summit or sell your book.