Skip to content

OUR capabilities


There are many transitions in business – especially in an Advisor’s career.

We understand transitioning to a new firm can be a scary time for an Advisor and their staff, and that’s why our Transition Team meets daily to have a plan in place to help you prepare for the move. And, they will be there to walk you through every step along the way – making sure your business and your clients are taken care of. Our process has proven to be one of the most highly regarded services we perform, and we have a track record of high client conversion rates.

“…we could not be more pleased with the decision we made to join Nations. All-in-all it could not have gone any better. All of the upfront planning and good work from Nations was key to our successful transition.” – Robert Wilbanks, Littleton, CO


Transitioning to the Next Phase

Whether you are moving from a practice to an enterprise, to a multi-generational firm, or transitioning into retirement – Nations will develop a tailored plan for you.

A successful plan involves having answers to a multitude of challenging questions – many of which can be uncomfortable to address or difficult to quantify. Developing a business succession or transition plan can take months or even years to ensure that you find the right person to care for your clients the way you have. And, without the right tools, building a multi-generational practice can be overwhelming. Having a partner with the experience, resources, and know-how to help you develop the right strategy is key to you achieving your goals. We are that partner.


We only work with a select group of Advisors that are passionate like-minded individuals who share our common goals, so that we can dedicate the resources that provide an exceptional level of personal service.