Our book acquisition process

We’ve designed our process to be comprehensive, transparent and efficient.
From your initial engagement to your final handover, we guide you through each step with clarity and professionalism.

Getting to know you

We’ll review your succession plan and discuss any transition needs you may have. You’ll get a clear overview of our services, and we’ll take the time to understand your business and explore how we can partner with you.
Comprehensive evaluation

We’ll walk you through your indicative terms, introduce you to our team, and give you a detailed overview of how we can support your transition. Prior to moving to formal agreements, we will conduct a deeper due diligence.
Moving forward together

We’ll create an agreement and timeline that fits your needs. Once we have agreed on terms, you’ll receive a formal offer to review and sign. From there, we’ll design a transition plan for you and your clients, with the objective of making the process smooth and stress-free.
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Your transition plan made simple

Transitioning your book doesn’t have to be complicated. You’ll have a dedicated team that will work with you to define and create a curated transition plan that is well suited to your needs.

Business analysis

Our goal is to develop a practical understanding of your clients and their needs, forming a strong foundation for the transition.

Operational readiness

From securing agreements to aligning resources, we’ll work together to ensure the necessary components are in place.

Implementation approach

We’ll prepare a clear, step-by-step process designed to transition your book while minimizing disruption.

Fidelity Wealth advisor, Retiring advisor, Transition manager make up the support team for the client.

Ready to take the next step?