Succession Planning With GCI


For Financial Advisors who want to be true business owners


Existing succession solutions generally value Financial Advisors’ businesses at below a 3x multiple of revenue. In our experience, this is simply not enough.

Our proven model of succession planning allows client-facing advisors to migrate to being true business owners. For those who are still working, becoming part of GCI makes it possible to do more business development and see more clients, while being confident that back-office functions like admin and support are taken care of.

Our model has already allowed participating advisors to retire from their businesses, without touching their savings, and has allowed active advisors to scale their businesses to new heights.

For their clients, it ensures continuity of service from a familiar brand, without interruption or confusion, continuing relationships that have been built over time.

Find out how you can benefit from our Succession Planning Strategy by getting your own Financial Advisory Business Insights & Opportunity (FABIO) calculation done today!


succession plan with GCI

Let’s talk about your business’s succession plan