Succession & acquisition

Whether you're looking to sell your business and retire, or you're looking to grow your business through an acquisition, our succession program can help you complete a successful deal.

Business continuity, your way

When you decide it's time to grow your business or pass on your legacy, our business continuity experts and sophisticated succession program can offer you:

Intelligent matchmaking

Find the perfect fit with matchmaking based on more than 20 qualifying data points and your individual preference criteria

Confidentiality

Anonymously post your profile and interests, and only disclose information about yourself when you are ready

Valuation assessments

Receive real-time information about the value of your business and how to reach your business goals

Financing resources

We'll work directly with lenders to help you acquire financing resources, subject to lenders, borrower's credit, and terms

Coaching programs

Understand terms and deal structure in advance, so you can minimize transaction risk, no matter which side you're on

Personalized assistance

Receive direct assistance and tailored advice personalized advice throughout the transition process

Helping you prepare to pass on your legacy

With more than 50 years of experience, our team of experts have completed hundreds of successful transitions in the financial services industry and can help you make the right choice for your business.

Consulting

Get personalized consultations on an array of continuity planning topics, including valuation, deal structure, contracts, financing, and the transition process.

My Succession Plan

Join a community for financial professionals to connect with one another for continuity, acquisition, succession and business planning. Additional fee applies.

Webinars & presentations

Attend regular webinars on a variety of topics aimed at continuity, acquisition & succession planning. Get on-site consultations and attend educational sessions at Osaic events.