Succession360 Planning

You've been talking to your clients for years about the "work optional" lifestyle, but now it's your turn to retire and focus on what matters to you. 

Client Centered

Are you nervous that retirement means your clients won’t be cared for?

If you were to pass away suddenly, what would your book leave behind for your family? 

Do you want to be paid out on a 2.8-3X basis for the value of your life’s work?

Our four-step, proven process sets you, your family, and your clients up for success.

STEP 1

STEP 1

We will meet to learn more about you and your clients, This isn't a formal or heavy meeting, just a good way for us to get to know each other, and be able to mutually decide if we're a good fit. In the past, our client-centric approach and radical transparency around payouts have made us good fits for advisors who care about optimizing their pay out and their clients' financial goals.  

Before you join us, we supply you with communications to your clients to comfort them that you have a plan in place, even if it's years down the line. 

STEP 2

STEP 2

We know that most advisors associate succession planning with immediately walking away, but with 360 Financial, we believe in a phase-out approach.

You will join 360 Financial for at least a year where we will handle transferring client accounts, sending out communications, and providing you with an office and top-of-the-line software. You and your clients are instantly part of the 360 Family.

STEP 3

STEP 3

After a year, you get to decide what your involvement looks like. You could choose to be in the office every day or just attend quarterly client events...it’s up to you!

STEP 4

STEP 4

After three years, you get to spend more time on the golf course, and we will run your book. By this point, your clients know what to expect and we know your clients' goals and preferences.


Throughout your three years, we will help you grow your book, then pay you out for the total value of it (including growth)! Sounds like a pretty good deal? That’s because it is.

Payout process

The average book payout is anywhere from 2-2.5X the value of the book. At 360 Financial, you’re guaranteed 2.8X at a minimum. Here’s how:

  • In the first three years, there is a 60% pay out.

  • At the beginning of year four, we buy out your book on a 1x earning that would be paid out over 3-5 years (the cadence is up to you).

Are you ready to set up a plan that cares for you, your family, and your clients?
Let’s get started!

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