Selling Your Book

Are You Ready to Pass the Ball?

Are you a Financial Advisor looking to Sell Your Practice?

Brokers expected to reach retirement age in the next ten years


of older Financial Advisors say they have a succession plan

For every single practice seller there are 12 to 15 qualified buyers

High Demand for Your Independent Practice

Are you ready to put your feet up, and enjoy more of the financial freedom that you have earned? You should know that, right now, there is incredible demand to buy your book.

Willis Consulting knows that it is important to you that you sell your practice to a financial firm you can trust, who shares your values, and who will treat your clients the way that you have.

Whether you are thinking about selling your practice outright, transitioning over time, or scaling back and working only with select clients, our Financial Professionals have the expertise and contacts you need to make that change. Take a moment to watch this short video that demonstrate why NOW is the time to contact Willis Consulting about how to maximize the return on your lifelong investment.

The BEST Time to Sell is Right Now!

Even if you are only in the preliminary stages or “just considering” a sale, let us help you look at your options and evaluate your business’ potential.

Contact us today and one of our practice acquisition specialists will research options in your market and report back to you.

Let's Start a Conversation!

If you’ve decided to sell, or even if you’re just thinking about selling, start a relationship with the Financial Advisor Recruiters at Willis Consulting. We will look out for your best interests and advise you on your best move now or in the future.

Sell while the Competition is Low!

6 + 14 =

Willis Consulting, Inc.

Corporate Headquarters

719 Yarmouth Road Suite 203 Palos Verdes Estates, CA 90274

310-373-7400 PST

Willis Consulting, Inc.

Scottsdale Office

8970 E Raintree Drive Suite 300 Scottsdale, AZ 85260

480-361-9490 PST