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Established RIAs

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Established RIAs

You have worked diligently to build your practice to what it is today, and you shouldn’t have to worry about sacrificing your hard-earned retirement to maintain it. Succession planning is more than just selling your business or naming a successor: it is about transitioning your practice in a way that enables it to continue to grow while providing you the resources you need to retire.

Our consultants can work with you to develop a plan for maximizing the value of your practice throughout your career, ensuring that it becomes an asset that you can capitalize when needed. 

OMNI can help you develop a plan to

  • Maximize the value of your practice
  • Plan for the transition or liquidation
  • Identify buyers
  • Negotiate terms and assist with valuation
  • Manage the transition

"Helping Customers succeed by empowering them to focus on their clients - Independence Redefined" - Felipe Luna, CEO