Don’t leave your future to chance.
- Have you been unable to find a buyer with access to the capital you need to sell?
- Do you want to ensure your clients will receive excellent service?
- Are you looking for a partner who shares your values and aligns with your culture?
You don’t have to have all the answers.
You Deserve Peace of Mind.
You’ve worked to build a successful firm, and when transitioning your life’s work,
it warrants a thoughtful, well-planned approach and a partner you can trust.
Your family and team will feel safe knowing they have a continuity partner in the event of a sudden or unexpected circumstance.
You get the tools, resources, and support to give you options for your career path as you reach for your personal and professional goals.
Transition Planning Coach
You’ll work with a Certified Exit Planner™ to develop an all-inclusive strategy to retire, sell, or transition your business.
Here’s How You Confidentially Explore Your Options
When you join an experienced financial services team that aligns with your personal and professional values, you can rest assured that your clients will continue to enjoy the high standards of service you’ve set.
1. Schedule a Conversation
Your time is valuable, and we don’t want to waste it. Let’s schedule a discovery meeting so we can discuss your needs and confirm there’s a fit.
2. NDA & Financial Analysis
Let’s work through the due diligence and formulate the details of the partnership.
3. Finalize the Deal
We’ll come to an agreement and develop your transition and integration plan.
Your future on your terms
There are many questions you may have as you contemplate your succession or transition plan. You want to engage with an organization that fits your values and culture. You need to ensure you’re partnering with a team that will provide your clients with the flawless client experience you deliver. You’re looking for a company you can trust with your team, your clients, your legacy, your future.
At Lescault & Walderman, we understand — it’s a big decision. With a business model focused on helping business owner clients transition, we’ve helped more than a dozen professionals successfully navigate the same questions you’re facing now. We are committed to helping you accomplish your goals and to preserving your professional legacy. And we have the experience and support to create a seamless transition for you and everyone involved.
So if you’ve built your business helping clients, developing life-long relationships, and providing exceptional client service, we hope we get to know you. Whether you simply need a continuity partner in the event of an emergency or a detailed Succession Plan, we are here to help you make the most of your life’s work and move confidently forward and make the most of your life’s work on your terms.