We use a comprehensive valuation methodology that considers multiple factors including recurring revenue, client demographics, asset quality, client retention history, and practice efficiency. Unlike simple revenue multiples, our approach recognizes the true value of established client relationships and recurring fee structures. We provide transparent valuation reports and work with you to maximize your practice value through strategic pre-transition planning. IG Private Wealth Management's backing ensures you receive a premium valuation that reflects your years of dedication. 

Our flexible transition timeline is customized to your preferences, typically ranging from 6 to 24 months. Some advisors prefer a gradual wind-down, maintaining involvement while reducing responsibilities over time. Others opt for a more defined transition with clear handover dates. We've successfully executed both approaches. The process includes initial planning (1-2 months), client communication and introductions (2-4 months), gradual responsibility transfer (3-12+ months), and post-transition support as needed. Your comfort and your clients' continuity drive the timeline.

Absolutely. We understand the deep relationships you've built over decades. Many transitioning advisors choose to maintain involvement with key clients or continue in an emeritus advisory role. Options include consulting on complex cases, attending annual reviews with long-standing clients, or serving as a relationship bridge during the transition period. We can structure flexible arrangements that honour your client relationships while providing you the freedom to enjoy retirement on your terms.

Your team members are valuable assets who understand your clients and processes. We prioritize retaining quality staff whenever possible, often integrating them into our growing practice. Their institutional knowledge ensures continuity for clients and smoother transitions. We offer competitive compensation packages, professional development opportunities, and the backing of IG Private Wealth Management's resources. Many former advisor teams have thrived in our collaborative environment, bringing their expertise while gaining access to expanded support systems.

Our proven retention strategy focuses on relationship preservation and enhanced value delivery. We begin with warm introductions from you, emphasizing continuity of philosophy and service. Our team maintains your service standards while gradually introducing IG Private Wealth Management's expanded resources. Regular communication, personalized transition plans for top clients, and your continued involvement as desired all contribute to our exceptional retention rates. We've found that clients appreciate the combination of familiar relationships with enhanced capabilities, leading to retention rates exceeding 95%+ in our previous transitions.

IG Private Wealth Management offers unparalleled resources for high-net-worth clients including dedicated tax specialists, estate planning experts, and private banking services. Our fiduciary standard aligns with your existing practice philosophy. The financial strength of Power Corporation ensures stability and premium valuations. Your clients gain access to institutional investment strategies, advanced planning software, and a full team of specialists while maintaining the personalized attention they expect. Our national presence with local expertise means we can serve clients wherever life takes them. Most importantly, our values-based approach ensures your legacy of client care continues.