Transition Your Practice

Are you ​considering the sale of your financial services practice?

Atlanta Financial may be the right fit for you.​​

Our Differentiators:

  • Get paid generously for the valuable practice that you’ve built.
  • Sell with flexibility by deciding to transition your practice over time or sell outright.
  • Continue with your brand name and identity for the short or long-term.
  • Maintain a broker-dealer affiliation, if you prefer.
  • Partner with a firm that will serve your clients with the respect and attention that you have given them.
  • Receive the dedicated support you desire during this practice transition.
  • Work with a well-capitalized, equity-based firm.
  • Sell to a firm that has successfully done practice transitions before. We have already worked out the processes to ensure that this is a smooth transition for you and your clients.

About Atlanta Financial

Atlanta Financial has been recognized nationally for our service to clients. We are experienced, multi-generational, highly credentialed (with JD, CPA, CFP® and other designations), and passionate about our clients’ long-term success. We take a planning-first approach to wealth and wellness and have sophisticated wealth management and investment processes, along with state-of-the-art technology to fully serve clients today and beyond.

Start a Conversation to Receive a Free Practice Valuation

Contact us today to find out more about our firm, our process, and see for yourself if you think we could be a fit for your practice and your clients.