“WE match Financial Advisors with opportunity and get the best value AND FIT for their practice.

whether YOU are selling, buying or CONSIDERING A CHANGE …………

WE ARE HERE TO ADD VALUE

  • Improve your valuation

  • Attract the right buyers, employees, and partners

  • Get paid what your firm is worth.

Let us be your guide!


succession planning solutions for financial advisors

Our focus is on building broker-dealer, RIA, OSJ, and financial advisor enterprise-value.

WE DO SO BY FORMING STRATEGIC ALLIANCES IN THE FOLLOWING AREAS:

  • Matching Buyers and Sellers

  • Recruitment and Transition

  • Financing

  • Risk Management Solutions

    Contact us for a free consultation and we will give you a fair opinion on your options.


What Our SUCCESSion Partners Have to Say…..

I have known and worked with Jeff Evanello professionally for over a decade. Jeff is a brilliant, thoughtful, and caring expert who I have seen provide quantum improvement in the performance of practices. Jeff does this through his vast experience with recruiting, practice management, acquisition and succession.

If you want it done well to the benefit of your clients and you, work with Jeff Evanello.
— John Turner , Managing Director, Live Oak Bank
I have come to know Integrated Succession as an honest, energetic and consummate advocate for the financial advisor and advice industry as a whole. I always enjoy and appreciate my interactions with the team, for their willingness to share their knowledge, and their steadfast effort to create win/win outcomes for friends and colleagues in their network.
— Steve McCoy, CEO, LD Intelligence