Continuity Partner Matching

Establishing a practical plan to protect against an advisor’s sudden death or disability is one of the most important and challenging aspects of being an independent financial services practice owner.

And the even bigger challenge for most advisors is finding the right person to take over their business and their clients should something unexpected happen to them.

FP Transitions’ Continuity Matching Program allows you to expand network options and leverage the extensive membership base we’ve curated. We’ll help cast the larger net, sift through options, and identify the best fit for the contingency of your business. Then we’ll help you get all the right documentation and agreements in place.

Put together a compliant continuity plan to ensure your legacy is protected.

Solving the Largest Continuity Problem - finding the right partner

What's Included

Continuity Partner Matching
Contact for pricing