Plan your exit

Your next move counts

succession planning

You've spent years earning trust. Now, let’s protect it.

There comes a time to look beyond the day-to-day — to think about what comes next for your clients, your team, and your legacy. Whether you're considering a full exit or just starting to plan, Optimize offers the clarity and support to help you transition with confidence.

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What you gain

Your client relationships carry value. Our structured compensation model reflects the true worth of the business you've built.
Whether you're ready to step away entirely or prefer a phased transition, we design the process around you. Your level of involvement, timeline, and goals shape the journey.
From regulatory paperwork to client conversations, we manage the details so you can focus on what matters — leaving on the right terms, with your reputation intact.
Your transition isn’t off-the-shelf. We build a personalized project plan anchored by your timeline, your team structure, and your client priorities.

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The Outcome

Realize the full value of your practice while ensuring your clients continue to benefit from a best-in-class offering now and for years to come.

Let’s talk succession

Be empowered to make your next move.

Find an advisor Screening Process

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