Transition Your Practice
Are you considering the sale of your financial services practice?
Atlanta Financial may be the right fit for you.
- 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.
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