01 · Financial advisors
Advisor transitions
Grounded in a tailored Transition Readiness analysis.
- ✓How much of your book is likely to follow
- ✓When the timing is right for you
- ✓Which structures and firms fit
- ✓A move calendar and roadmap
Transition advisory · M&A · Succession
Your next chapter, planned around your practice.
Advisor Transition Partners guides financial advisors, CPA firms and wealth businesses through firm moves, practice sales, mergers and succession, from the first conversation to the final step.
Move-readiness score
84/ 100
Sample report · fictional advisor
Independently owned
Options weighed the same way
Works across firms
Wirehouse, IBD, RIA, CPA
Confidential
Your name stays with us
Dallas, Texas
Serving clients nationally
Our engagements
Experience across the market, applied to your practice.
We work with advisors, CPA firms and the firms that recruit them every day. That perspective, together with a detailed analysis of your practice, gives you a full view of your options and a clear plan. And we stay with you through every step.
How we work
Clarity comes before commitment.
Every engagement follows the same clear approach: understand the objective, compare the options, model the economics and move forward with intention.
01
Understand
The objective, the constraints and what matters most.
02
Compare
Focus on the options that truly fit and weigh the tradeoffs.
03
Model
Put the economics, value and risks into clear terms.
04
Decide
Choose the path that best supports the long-term goal.
05
Execute
Keep the people, details and timing moving together.
Steve Smith
Founder & Managing Partner
Why ATP
“Most transition advice starts with a destination. Ours starts with your priorities.”
Important business decisions deserve more than a comparison spreadsheet or a recruiting pitch. They call for thoughtful analysis, honest conversations and experienced guidance.
Founded by Steve Smith, ATP brings more than a decade of experience across advisor recruiting, succession planning, practice valuation and strategic growth.
Advisor recruiting
Succession planning
Practice valuation
M&A
ATP Insights
Recent perspectives.
Common questions
What clients ask before we begin.
Straightforward answers about our work, independence and reach.
What does ATP help financial advisors evaluate?+
We help advisors compare affiliation and independence options, understand transition economics, assess practice value, plan succession and prepare for execution.
Does ATP work with CPA and tax firms?+
Yes. ATP helps CPA and tax firms evaluate practice valuation, succession, acquisitions, wealth integration and potential strategic partners.
How does ATP stay objective?+
ATP is independently owned and works with firms and platforms across the industry. Every option is weighed against your goals the same way, and the reasoning is in writing for you to test.
Where does ATP work?+
ATP is based in Dallas, Texas, and works with financial advisors, CPA firms, RIAs and wealth businesses across the United States.