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SuccessionFully™

The Complete Succession Solution for Financial Advisors

Powered by The Ameriflex Group®

The Succession Problem

The advisory world will face the largest transition of wealth and leadership in its history — as tens of thousands of advisors retire, trillions in assets will soon need new stewards.

“100,000 advisors expected to retire by 2034.”

Bloomberg logo

“The industry faces a looming shortage of financial advisors.”

McKinsey & Company logo

“Financial industry in danger of facing advisor shortage”

“The advisor succession crisis isn’t going away.”

Wealth Solutions Report logo

The Succession Problem

of advisors retiring in next 10 years
0 %
of total industry assets
$ 0 T
of advisors unsure of their plan
0 %

Source: “Transitioning your practice the way you want,” Cerulli Associates, 2022; “More than 72% of rookie advisors still fail out of the industry: Cerulli,” AdvisorHub, June 2023.

The SuccessionFully™ Solution

The financial services industry is fragmented, there is no single service to guide and assist advisors who plan for retirement or succession. Yet the need has never been greater.

  • SuccessionFully™, powered by The AmeriFlex Group®, was created to deliver an integrated platform that combines AI, human expertise, and real-world experience to support advisors at every stage of succession.
  • Our approach is simple — we design, build, and implement a customized solution for each advisor.
  • With our 1-2-3 pricing model, advisors receive a tailored plan and a clear roadmap from start to finish.
  • And best of all, we connect every key player to ensure a seamless, successful outcome for each advisor we engage.
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Why SuccessionFully™ Works

  • Built by advisors, for advisors
  • Integrated tech + human guidance
  • Custom solutions designed for your goals

The SuccessionFully™ Solution

We bring it all together! 

Consulting
Advisor
Client Communication
Valuation
Succession Activation
Blueprint
Financing
SuccessionFlex™

The SuccessionFully™ Solution

We bring it all together! 

What’s Included

Consulting
Client Communcation
Valuation
Succession Activation
Blueprint
Financing
SuccesionFlex™
Consulting
Advisor
Client Communication
Valuation
Succession Activation
Blueprint
Financing
SuccessionFlex™

The SuccessionFully™ Blueprint

A clear path. A proven process. Your succession, simplified.

Design

  • Together, we outline your ideal vision — defining goals, timelines, and continuity priorities.
  • This step produces your SuccessionFully™ Blueprint — a custom roadmap built entirely around you.
1

Build

  • We bring together all the critical components — valuation, structure, and transition strategy — to shape a fully personalized plan designed for real- world success.
2

Implement

  • With your customized plan in place, we coordinate all moving parts and guide you through a seamless launch of your SuccessionFully™ Solution.
3

The 1-2-3 SuccessionFully™ Pricing Plan

Introductory Call

  • Determine your goals and needs through a brief call or Zoom meeting.

Included in pricing: 

  • AmeriFlex®-sourced valuation (first year included)
  • Rebate of all fees if the advisor affiliates with The AmeriFlex® Group

Not included:

  • Buy-sell and additional legal agreements
  • Legal or tax advice
$1,000 Engagement
  • Discuss your high-level design framework and overall succession vision.
$2,000 Engagement
  • Develop your pre-implementation SuccessionFully™ Roadmap with clear next steps.
$3,000 Implementation Phase
  • Establish and commence your confirmed plan implementation and timeline.