In this section you will find assistance with non-listing engagements. Whether you have found a buyer or seller outside of the Transitions system and need help on completing your own deal, or you want information on putting together an internal succession plan, consider these services, conveniently priced on a flat-fee basis. | |||
| New Consulting Services | Internal Succession Planning | ||
| Made for a wide variety of practices and deals, we now have assistances programs for every Ameriprise buyer and seller who have found each other outside of a listing system. > Fast Track | The ISP program is designed for situations where you want to transfer your practice to an employee, a partner, or one of your children. We will provide you the information and expertise you need to create a deal that addresses everyone's needs and goals. > Click Here | ||
| Continuity Management Program (CMP) | Business Launch System | ||
| The CMP program helps you prepare for the future with a partner, shareholder or peer. Using our customizable form contracts, we'll help you set up a continuity agreement, buy-sell agreement (for stock or assets), a right of first offer/opportunity, or an option to purchase, adaptable to your own circumstances. > Click Here | Are you a captive / wirehouse rep or an employee new to ownership? We can help you start and develop an independent business that will bring you value and liquidity, and refer you to independent broker-dealers. > Click Here | ||
| Succession Management Program | |||
The Succession Management Program (SMP) covers all of the possible options, and includes information on how to transfer equity, financing a transition, minority discounts, stock sales vs. asset sales, the new Guardian Agreement, internal transactions and ownership tracks, tax consequences, and much more. | |||