Succession by Design, Not by Default
Every advisory firm will face a succession event, the only question is: will it happen by design or by default— and whether you’re prepared for both the expected transition and the unexpected disruption.
Whether an advisor plans to transition in the near term or decades from now, the decisions made today directly impact valuation, continuity, and long-term control of the business.
Succession isn’t just about retirement. It’s about readiness.
Every advisor will face a succession event — by design or by default.
Without a clear strategy, years of client trust and recurring income can erode quickly. Forced transitions often mean discounted valuations, rushed agreements, and fewer choices. The groundwork you lay now protects your clients, your team, and the value you’ve built.
30 MINUTE MASTERCLASS:
The Succession Strategy Every Advisor Needs
Register to View ON DEMAND
In this 30-minute live masterclass, financial advisors learn how to:
- Build a practical succession and continuity framework
- Understand the key drivers of valuation and transition readiness
- Evaluate internal succession, acquisition, and strategic partnership pathways
- Avoid common mistakes that quietly erode firm value
The Succession Strategy Every Advisor Needs
April 9, 2026 | 12-12:30 PM CT
Live Masterclass. Space is limited.
Bill Sowell
Founder & Chief Strategy Officer,
Sowell Management
Matt Brinker
Managing Partner,
Merchant Investment Management
Jay Hummel
Co-Founder,
Wagon WAGN
Hosted by Bill Sowell and featuring Matt Brinker (Merchant Investment Management) and Jay Hummel (Wagon WAGN), this live session delivers practical insight from leaders deeply involved in advisor growth and succession strategy.