Secure Your Legacy
Practice Valuation Analysis to Help You Plan with Confidence
Why Succession Planning Matters
It’s Your Life’s Work — Find the Right Successor
Your days are spent planning your clients’ futures, so let’s plan yours. Without a clear plan, succession can create uncertainty and risk. Whether you're preparing for retirement or planning a staged exit, a well-structured succession strategy helps preserve the value you've built.
- Maximise the value of your practice
- Ensure a smooth transition with flexible options
- Client satisfaction is paramount
The Fiducian Difference
A Proven Process, Tailored to Your Needs
At Fiducian, we bring three decades of industry experience and deep insights to help you navigate this important phase of your journey.
- 1
Discovery
We explore your goals, timelines, and personal vision for the future. - 2
Stakeholder Alignment
We collaborate with both you and your Partners, or co-owners, to align expectations. - 3
Strategic Planning
We are flexible and present practical strategies tailored to your business and desired outcome. - 4
Trusted Collaboration
We’ve completed successions with a broad range of business, from smaller advice firms to banks leaving the industry. Our professional team will support you at every step of the implementation process.
Practice Valuation
Know What Your Hard Work is Worth
Before you plan for retirement, let’s model where your practice stands. Fiducian are is offering a financial planning practice valuation to help you make the most informed decision.
- Assess current market value
- Identify key drivers to maximise multiple
- Confidential with no obligation
Why Partner with Fiducian?
We’re Not Just Planners – We’re Long-Term Partners
Fiducian has been supporting financial advisers for nearly three decades with succession, licensing, and practice growth. Our philosophy is built on integrity, trust, and expertise. Feel comfortable that we’re:
- A trusted national brand
- Have a deep understanding of financial advice businesses
- Flexible to full-service support — from licensing to eventual retirement and exit
