LAS VEGAS, Nov. 18, 2021 /PRNewswire/ — The AmeriFlex Group®, a quickly rising, advisor-owned hybrid RIA that places monetary planning first, right now introduced the launch of SuccessionFlex™, an progressive program geared toward mitigating among the danger and uncertainty round succession planning for monetary advisors planning to retire inside 5 years.
Via SuccessionFlex™, advisors authorize a succession and continuity settlement that features an choice, earlier than retirement, to promote 30% to 40% of the present income stream to The AmeriFlex Group® with no minority possession low cost. No fairness modifications fingers on the time of the settlement, and the one requirement is that the advisor stays affiliated with AmeriFlex. Advisors can conform to promote to both AmeriFlex or to a different AmeriFlex associate advisor.
Thomas Goodson, President & CEO of The AmeriFlex Group, mentioned, “SuccessionFlex™ allows advisors who’re considering retirement within the subsequent 5 years the chance to proactively get forward of succession planning, with a associate within the AmeriFlex Group that’s invested in and dedicated to their continued success and enterprise progress.”
SuccessionFlex™ was created by Mr. Goodson and his senior management staff in collaboration with strategic advisor Larry Roth, the previous Cetera and Advisor Group CEO and Managing Accomplice of RLR Strategic Companions, a boutique M&A and strategic advisory agency.
Mr. Roth mentioned, “This progressive program provides an interim step to the standard succession course of, enabling advisors to take some cash out of the enterprise whereas sustaining their stake in it, all whereas giving them, their households and their purchasers safety throughout a interval of transition.”
Mr. Goodson concluded, “For a lot of advisors, their enterprise is their nest egg. The years main as much as retirement could be a fraught time, when any variety of surprising components may disrupt their journey – well being emergencies and financial downturns, simply to call two. SuccessionFlex™ gives advisors monetary flexibility and much-needed peace of thoughts as they navigate their very own path in direction of retirement and succession.”
About The AmeriFlex Group:
The AmeriFlex Group® is acknowledged as The Dwelling for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (monetary advisors). The RIA is owned-and-operated by its advisor members and companions. Securities supplied by means of SagePoint Monetary, Inc. (SPF), member FINRA/SIPC. Funding advisory companies supplied by means of The AmeriFlex® Group, an Unbiased Registered Funding Advisor. SPF is individually owned and different entities and/or advertising and marketing names, services or products referenced listed below are impartial of SPF. Insurance coverage is obtainable impartial of SPF. 8485 W Sundown Street, Suite 204, Las Vegas, NV 89113
SOURCE The AmeriFlex Group