Profit From Your Success

When you’ve worked hard to build your firm, you want to make sure it’s taken care of — and it takes care of you — when you’re ready to retire.

Our transition services provide you with customized succession planning for your firm, including an online tool to find qualified buyers, and guidance from experienced professionals who will help you understand the legal, organizational and financial implications of the transition.

Online Business Listing Service

To help with the succession planning of your firm, the Schwab Advisor Transition Support® Web site offers an online listing service that allows you to anonymously post your firm as a seller. Select qualified buyers by communicating directly with them through a confidential online message center, and make sure your business is in good hands when you're ready to retire.

Transition Planning

We can put you in touch with industry professionals with experience in succession planning, acquisitions and firm valuation. Their expertise includes a deep understanding of the possible legal, financial and organizational impacts of transitioning your business.

Industry-Leading Content

Get business insights and learn about best practices through our articles, white papers, case studies and monthly newsletter. Topics include:

  • Mergers and acquisitions
  • Succession planning
  • Valuation
  • Legal and tax issues