Broker Check

Selling Your Practice

Are you a financial professional who is getting ready to retire?
Are you looking to sell your business
and concerned for the care of your clients?

At Signature Resources, we work with financial professionals to execute a succession plan so they can enjoy their retirement or new venture they have planned so diligently for.

What We Offer

What We Offer

We take care of you and your clients.

We work with financial professionals whose practices are large enough to have a history but small enough to provide their clients with caring, individualized attention.

We look to acquire practices that do not want to sell to large, impersonal wealth management firms.

We give our clients undivided personal attention.

We get to know your clients, and you can trust that a client will never be a number to us.

We don’t put your clients in a box; each financial strategy is carefully planned and executed for that specific client.

Our clients benefit from highly customized portfolios.

Transitioning Your Firm

Transitioning Your Firm

Our transition process enables your clients to feel comfortable and avoid sudden and jarring changes. While we are flexible, we have success following this process. We are your exit strategy.

  1. Together, we will create a partnership.
  2. We then attend client meetings with you to foster a shared relationship with your clients.
  3. Gradually we begin to take the lead in client meetings and in the responsibility of working with your clients and managing their investments.
  4. You are then free to exit the partnership gracefully knowing things are in good hands.

If we sound like a good fit for your practice and your clients, reach out to start the discussion with us today! Let’s work together to put both you and your clients first.

Educational Insights

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
Learn More
Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn More