Practice Succession & Book Acquisition Partnership

Practice Succession & Book Acquisition Partnership

WealthBridge Financial Group · Phoenix, United States (Hybrid) · — · Posted 2026-09-03

Workplace: hybrid

Description

WealthBridge Financial Group is seeking established financial advisors who are planning a practice transition, reduction, or succession within the next 12–60 months — and who want a clear, confidential path for the continuity of their clients' service through that transition. In this partnership, you will work directly with WealthBridge leadership to design the structure that fits your objectives: outright sale, multi-year earn-out, gradual transition, or a reduced-role continuation where you stay engaged on your terms.

As a transition partner at WealthBridge, you will see your clients served by advisors who already operate on a comprehensive planning framework across the 7 planning areas, so they experience continuity rather than disruption. Typical situations include an established book with no internal successor, practices seeking acquisition or earn-out, advisors facing family or health transitions who need a credible continuity partner, and advisors whose captive firm offers no clean succession pathway. The conversation runs in four steps: a confidential 45–60 minute exploration; a written preliminary valuation under NDA within 10 business days of receiving your production data; structure design with 2–3 tailored options; then documentation, regulatory filings, and a 30–90 day client-communication transition.

Join a partnership built on legacy protection — your client relationships carry forward under WealthBridge's service standards, and you remain named in transition communications where appropriate. If you have built something worth protecting and want it handled with care, we would love to hear from you. All inquiries are held in strict confidence, with an NDA available before any detailed disclosure.

Structure and valuation: Deal structures are flexible — outright sale, multi-year earn-out, gradual transition, or reduced-role continuation — and every valuation is confidential, delivered in writing under NDA, and based on product mix, persistency, trail economics, and AUM. For advisors continuing in a reduced-role production capacity, the arrangement is an ongoing affiliation with commission-based compensation, structured and confirmed at contracting; pure book sales involve no employment relationship.

About WealthBridge Financial Group: WealthBridge Financial Group is a wealth management firm with over 175 years of history helping clients navigate life's financial complexities with confidence and clarity. Our mission is simple: To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties include Premium Financing, Digital Marketing, CPA Alliances, and Advanced Planning. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome.

Requirements

- Established financial-advisory, insurance, or wealth-management practice with an active client book
- Active licenses in good standing appropriate to the book being transitioned; insurance-only, securities-registered, and hybrid books are all considered
- Willingness to enter an NDA and provide production data — including GDC, trails, AUM, and product mix — for a confidential preliminary valuation
- Commitment to an orderly, client-centered transition and joint communication plan
- No minimum age and no required retirement date — transition timing and continued involvement are determined by mutual agreement
- Successful background and regulatory review as required by state insurance regulators, FINRA, and the receiving broker-dealer or carrier relationships

Benefits

- Flexible transition structures — outright sale, multi-year earn-out, gradual transition, or reduced-role continuation, tailored to your objectives and client base
- Confidential written preliminary valuation under NDA within 10 business days of receiving complete production data
- Dedicated transition support for documentation, regulatory filings, client communication, and a typical 30–90 day transition plan
- Client-continuity infrastructure across advanced planning, premium finance, advisory services, insurance, and planning-and-design support
- Ability to remain involved in a reduced role when mutually agreed, with ongoing commission-based production compensation structured at contracting
- Legacy protection through joint client communication and continuity planning designed around your practice and relationships

Transaction and compensation disclosure: A pure book sale is a negotiated business transaction and does not create an employment relationship or employee benefits. If the advisor continues in a production or servicing capacity, compensation is commission-based under the applicable independent-contractor or affiliation agreement, with no guaranteed base salary unless expressly documented in a separate written agreement. Valuation, transaction terms, earn-out economics, and any continuing compensation depend on production, product mix, persistency, assets under management, trail economics, regulatory approval, and final contract terms; no outcome is guaranteed.

WealthBridge Financial Group is an equal opportunity organization and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. All candidates and transaction partners are subject to background, regulatory, licensing, and supervisory review as applicable; securities-related transitions require broker-dealer approval and may require Form U4 or other regulatory disclosures.

Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc.

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