The Succession Crisis Happening in Plain Sight
There’s a succession crisis brewing in the independent advisor space and most senior advisors don’t see it coming.
If your practice is generating $2M+ in trailing 12 revenue, it could be worth $8–10M in today’s market!
Sounds great… until you realize your junior advisor can’t write that check.
In this episode, I break down a real case study of a $2M producing team where:
• The senior advisor wanted to exit in 5–10 years
• The dilemma facing the junior advisor
• Market multiples made the internal buyout nearly impossible
With valuations at all-time highs, G2 advisors often don’t have the balance sheet, or the stomach, to be take on an $8–10M loan.
So what are your options?
I walk through:
• Why traditional succession plans are breaking
• The enterprise value math most advisors ignore
• How multi-billion dollar RIAs are solving this problem
• How one team secured a $10M valuation with a win-win structure
• Why waiting 5–10 years without a strategy is risky
If you’re within a decade of retirement, this conversation matters.
The sooner you understand what’s driving valuations and what your real options are, the more leverage you’ll have.
If you’d like to explore what your practice could be worth or discuss succession alternatives, reach out.
If you’re a high-performing financial advisor or team that could use the non-bias help of one of the industry’s most experienced transition consultants, please reach out to me. My services cost you nothing.
I hope this helps. Thanks for watching!
Don’t forget to LIKE 👍 and SUBSCRIBE ✅
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Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen
Website: https://www.coreywalen.com
Corey Walen, Managing Partner
Bridgemark Strategies
