Advisor EDGE™ | EXIT
Private Exit Readiness & Transition Advisory
NAVIGATE YOUR NEXT MOVE WITH CONFIDENCE, CLARITY, AND A REAL PLAN.
Whether you’re transitioning firms, exploring a merger, or considering a sale in the next 1–5 years, your future deserves a strategy as strong as your vision.
These moves are pivotal — not just for your business value, but for your clients, your team, and the life you’re building. Done well, they can be energizing and profitable. Done poorly, they can be chaotic, distracting, and costly.
That’s where I come in.
I help you get clear, get ready, and get through the process — with the strategy, structure, and accountability to protect what you’ve built.
What You’ll Gain from EDGE Transition & Exit Coaching
For Advisors Transitioning to a New Firm:
Pre-Transition Roadmap: a customized plan for timing, compliance awareness, operational readiness, and client communication.
Retention + Confidence Strategy: messaging, segmentation, and outreach that keeps clients steady and connected.
Execution Support: weekly accountability and a “quarterback” to keep moving parts aligned.
Post-Move Momentum: a plan to stabilize quickly and then grow — without rebuilding from scratch.
For Advisors Planning to Exit or Sell Their Practice:
Exit Readiness Scorecard: clarity on value drivers, gaps, risks, and what to improve first.
Strategic Exit Plan: timeline, priorities, successor options, and the path that fits your goals (full sale, partial, internal succession, merger, etc.).
Client + Team Continuity Plan: communication strategy that protects trust and retention before, during, and after the transition.
Quarterbacking Through the Process: I guide the preparation and decisions, and coordinate with your chosen specialists (M&A, legal, tax) so the business side stays aligned.
HOW THIS WORKS
My Role: Coach + Consultant + Quarterback
I don’t just hand you a checklist and wish you luck. I help you think clearly, move intentionally, and execute with confidence — while keeping your clients and team at the center.
Most advisors don’t need more information.
They need a strategy, a sequence, and someone to keep the train on the tracks.
WHAT EDGE TRANSITION & EXIT COACHING PROVIDES
1:1 strategy + coaching tailored to your timeline and goals
A transition/exit roadmap with milestones, priorities, and accountability
Client segmentation + retention strategy (so you communicate with precision, not panic)
Messaging + communication plans for clients, team, and stakeholders
Operational readiness support (service model, capacity, process, tech, roles)
On-demand tools + frameworks from My FA Coach to streamline preparation and execution
Coordination with specialist partners when valuation/transaction/legal/tax expertise is needed — so you’re never trying to manage this alone
Important note: I do not provide valuation, broker transactions, or offer legal/tax advice. I help you get exit-ready, guide your strategy and communications, and quarterback the process alongside your chosen M&A, legal, and tax professionals.
Ready to take the next step?
If you’re planning a move, or even just thinking about one, let’s get you clear on your options and your next best step.
PICK YOUR PATH
Choose the support that matches your timeline:
Transitioning to a New Firm (3 — 6 Months Out)
You need a clean plan, confident messaging, and flawless execution — without losing clients or momentum.
Actively Exploring a Sale or Succession (0 – 12 Months)
You’ll be guided through the decisions, preparation, and communication strategy — and you’ll have the right specialists at the table when transaction expertise is needed.
Exit Readiness (12 – 60 Months Out)
Not ready to sell yet? Perfect. We’ll strengthen value drivers, tighten operations, and build a business that gives you options (and leverage) when the time is right.