Keys to Effective Succession Planning
Unlocking Your Next Chapter With Confidence
Succession planning is one of the most critical yet often overlooked aspects of a wealth advisor’s journey. Whether you’re preparing for retirement, stepping back from management or seeking liquidity to fuel growth, having a well-defined plan ensures a smooth transition for you, your clients and your team.
At Mariner, we offer flexible solutions tailored to your unique goals. No matter where you are in your career, we provide the guidance and resources to help you secure your financial future and maintain the integrity of your business.
Your Motivation, Your Path
Succession planning is not a one-size-fits-all process. Advisors approach this milestone with different motivations:
Planning for Retirement
Transition your business while ensuring your clients are in good hands.
Stepping Back from Management
Remain engaged as a trusted advisor without the operational burdens.
Seeking Liquidity
Access capital for business growth, investment diversification or personal financial goals.
Navigating Your Succession Strategy
Many advisors delay succession planning due to uncertainty about the right path forward. Almost 40% of U.S. advisors plan to retire by 2030, yet over a quarter are unsure of their succession plans.1 The key to a seamless transition is starting early and exploring the options that best align with your goals.
Flexible Solutions to Fit Your Needs
We recognize that each advisor’s journey is unique. Mariner provides a range of customizable succession and liquidity options, including:
Bringing on a Minority Partner
Maintain control while gaining capital for expansion or transition planning.
Selling and Continuing as an Employee
Focus on your clients while leveraging Mariner’s extensive resources and support.
Selling a Portion of Your Revenue Stream
Generate liquidity while keeping ownership and leadership of your firm.
Selling and Retiring
Ensure a smooth transition for clients and employees while stepping away from the business.
White Papers
Partnering with Mariner
At Mariner, we work closely with advisors to build customized succession strategies. Whether you’re looking for an immediate exit, a gradual transition or an opportunity to maintain an active role while reducing operational responsibilities, we offer solutions that align with your vision.
Learn how Mariner can help you meet your liquidity needs, ensure your clients are in good hands and position your team members for continued success. Download our white paper, “Keys to Effective Succession Planning.”
Some of our tailored approaches include:
- Retirement-ready solutions — We facilitate a smooth transition, ensuring your clients and employees are well-supported.
- Gradual transitions — Maintain involvement while preparing for a future exit with a structured plan.
- Stepping back from management — Stay engaged as an advisor without the day-to-day operational responsibilities.
- Mariner Independent partnerships — Explore strategic alliances, mergers, or equity sales while maintaining independence.
Start Planning Today
The best succession plans are built on thoughtful preparation and expert guidance. Whether you have a plan in place or are just beginning the conversation, Mariner is here to help you explore your options and create a seamless transition for your business. Explore your succession options today.
Join the Mariner Momentum
At Mariner, we believe every advisor should have a team of advisors to support them. Whether you want to join our team as an advisor or prefer to maintain your independence, we’re here to support your growth.
If our collaborative approach to wealth management aligns with how you want to accelerate your practice, fill out the form below. Our advisor talent team will be in touch soon to discuss how we can work together to support your success.