Due to the success of Pensionmark Retirement Group’s Advisor Support Program, as well as the aging population of advisors in the marketplace and advisors’ increased interest in transition strategies, Pensionmark has formalized their Practice Acquisition Group. This group aids retirement-focused advisors looking to sell some or all of their practice, today or at a predefined target date and price in the future. The group also has defined strategies for business succession planning and partial buyouts, where advisors may want to transition only one portion of their practice.
John Adams is a writer for NAPA Net.
