The AmeriFlex Group's Advisor Transition Network (ATN) is a national platform designed to connect qualified buyers and sellers of financial advisory practices.
The concept is straightforward: we created a frictionless, confidential marketplace where financial advisors can seamlessly transition their businesses without the need for a broker.
In an industry often dominated by brokers who charge 5-10% in sales fees, ATN stands apart with its broker-free model. This innovative approach is designed to maximize value for both buyers and sellers, ensuring a smoother, more profitable transaction for all parties involved.
ATN has established a growing network of prepared buyers representing over 200 qualified advisors.
Tom Goodson, Founder & CEO
“Similar to the Uber model, we remove the middleman—in this case the broker—from the equation. This streamlines the process and puts more money in the seller’s pocket.”
Hannah Buschbom, Chief Transitional Wealth Planner
“By allowing sellers and buyers the chance to work directly, we eliminate conflicts of interest from outside parties. This allows the truly vested parties a way to ensure the best possible outcomes for all involved.”
Jesse Kurrasch, COO
“We have helped many advisors start and complete the transition process of a practice, and in some cases purchased practices directly, with our propriety programs (such as SuccessionFlex) disbursing millions of dollars to advisors. We have offered this matchmaking service successfully on a smaller scale for the past couple of years and look forward to assisting a national group of advisors by rolling-out the Advisor Transition Network.”
Schedule a confidential discussion today to learn more about your array of available options within the AmeriFlex Advisor Transition Network.
Tom Goodson
Founder & CEO
tom@theameriflexgroup.com
702.987.9731
Hannah Buschbom
Chief Transitional Wealth Planner
hannah@theameriflexgroup.com
805.770.1356
Jesse Kurrasch
Chief Operating Officer
jesse@theameriflexgroup.com
702.987.9732
