Call Today! (702) 987-9730 | Email Us
Call Today! (702) 987-9730 | Email Us
A focused and concentrated experience designed to help financial advisors better understand the value of their practice, evaluate their transition options, and prepare for what comes next.
You’ve spent years building your practice, serving your clients, and creating a legacy.
Understanding what your practice is worth, and the decisions that can influence a future transition, is an important part of your long-term strategy.
The AmeriFlex Group® SuccessionFully™ Summit brings together financial advisors, industry professionals, and practice valuation specialists for focused conversations around practice value, transition strategy, business continuity, and succession planning.
Whether succession is several years away or already part of your planning, this intimate Summit is designed to bring greater clarity to the decisions ahead and help you prepare with confidence.
Learn the factors that can influence the value and marketability of an advisory practice and identify opportunities that may help strengthen yours.
Understand the different paths available—from internal succession and phased transitions to external opportunities and more immediate strategies.
See how preparation, timing, and practice structure can influence your available options and eventual outcome.
Explore ways to maintain continuity for clients, employees, your team, and the business you have spent years building.
Leave with practical insights you can use to build or strengthen your own succession plan.
Succession planning doesn’t begin when you’re ready to leave. Giving yourself more runway can create time to strengthen the business, address potential gaps, and make decisions before timing becomes a constraint.
The choices you make today can shape the flexibility you have later for your practice, your clients, your team and your own future.
Limited to just 30 financial advisors.
This is intentionally not a large conference.
Keeping attendance limited allows for greater access to speakers and specialists, more personalized discussion, and meaningful conversations with other advisors navigating many of the same questions.
Come prepared to ask questions, compare perspectives, and think seriously about what the next chapter of your practice could look like.
Arrive at Durango Resort & Casino and settle in before joining fellow attendees and The AmeriFlex Group team.
Meet the speakers, specialists, and other advisors attending the Summit in a relaxed setting before the following day’s sessions.
Begin the morning with breakfast and informal conversation.
Spend the day exploring practice valuation, succession strategy, transition options, continuity, and the factors that can shape a successful outcome.
Lunch will be provided during the sessions
Finish the day with greater clarity around your practice, your available options, and the decisions worth considering next.
Las Vegas, Nevada
Located away from the Strip, Durango Resort & Casino offers a modern setting for two days of focused conversation, networking, and succession planning.
Your November 3 hotel stay is included with registration.
You Don’t Need to Have It Figured Out Yet.
Whether succession is years away or already part of your planning, you don’t need to know exactly what your transition will look like before you begin preparing.
What matters is giving yourself the time to understand your practice, consider the paths available to you, and make thoughtful decisions about the future.
This experience gives you the opportunity to ask important questions, compare different approaches, and begin shaping a plan that reflects what you want for your clients, your team, and yourself.
Join The AmeriFlex Group® in Las Vegas for two focused days dedicated to one of the most important decisions you will make as an advisor.