Whitewater Transitions, LLC provides business ownership transition consulting and coaching services to financial advisory business owners as well as transition plan development for broker/dealers. In the coming years, more and more financial advisors and registered reps will approach their planned retirement age, decide to sell their business and then move on into a new, often uncertain, phase of their life.
Make Your Ownership Transition More Efficient, Profitable and Satisfying
We are trained and experienced professional business coaches. Our team has a deep understanding of the complex transition process and know how to make it a financial—and personal—success. |
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A successful transition takes foresight, planning and purpose. We can help you to:
- Fully Realize This Once-In-A-Lifetime Opportunity: selling your business only happens once. You will profit from having an experienced guide and objective helping-hand.
- Maximize Your Largest Financial Asset: your business is likely your largest asset, but half of all business transitions fail to consummate. We can show you how to make yours a success!
- Transition Successfully: transitions are fraught with uncertainly and buffeted by human dynamics. We can show you how to control and successfully navigate your own journey.
Transition Planning & Coaching Services > |
Offering a transition program will increase your ability to attract and retain RIAs and registered representatives.
This is a value-added service most broker/dealers simply don’t offer. You'll deepen your business relationships with your current RIA/representatives and keep more assets in network when they leave their business, either on a planned or unplanned basis.
Services For Broker/Dealers > |
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Whitewater Principals are members of The Financial Planning Assocation and The International Coach Federation.
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Find out how and when to start planning a successful transition, key steps to increase the value of your business and more.
Size Up Your Readiness >
If you're in the middle of a transition that's gone off-track–maybe you've just had a business valuation, or you're in mediation—we can help.
Get Your Transition Back on Track >
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"Andrea: I want to thank you for allowing me to observe the gifts you have. For me, this wasn’t just training for my job – it is knowledge and skills in regards to my family, friends, co-workers."
- Financial Coaching Skills Training Participant
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