Premium add-on service
Succession Planning
Your legacy. Their future.
Strad Pro supports flexible succession solutions designed around your goals, your timeline, your clients, and the next chapter of your practice.
Confidential. Customized. Built around you.
Ongoing Income Potential
Client Continuity
Legacy Protection
Succession solutions
Options That Fit Your Goals
Whether you are ready to transition now or prefer a gradual approach, the right structure can be built around your desired role and timeline.
Immediate Buyout
- Transition your practice on your terms
- Receive a compelling upfront payment
- Ensure clients are seamlessly cared for
- Move forward with confidence
Gradual Transition
- Structure payments over a defined period
- Maintain predictable ongoing income
- Give clients time to transition
- Align economics with long-term retention
Senior Advisor Role
- Retain a senior advisor title
- Stay selectively involved with key clients
- Continue rainmaker activity
- Reduce day-to-day workload over time
The Strad Pro advantage
Built to Support a Smooth Transition
Strad Pro helps create an organized, family-office operating structure around your clients before, during, and after a transition.
Higher Practice Value Potential
A more organized practice may support stronger succession economics.
Smoother Transitions
Client details, documents, priorities, and service history stay organized.
Family Office Resources
Clients continue receiving a comprehensive, high-touch experience.
Long-Term Partnership
The relationship can continue in a role designed around your goals.
Process
A Clear Succession Path
Confidential Conversation
We start by understanding your goals, timeline, and priorities.
Customized Analysis
We evaluate your practice and design the right solution for you.
Proposal & Planning
You receive a tailored proposal and clear transition plan.
Seamless Transition
The plan is executed with care for your clients and practice.
Ongoing Partnership
Continue in a role designed around your goals and availability.
Start the conversation
Ready to explore your options?
Take the first step toward a successful transition and a rewarding next chapter.
Available now
Ready to Transform Your Business?
Speak with a Strad Expert
Your brand. Your advisors. Your families. All operating in one connected ecosystem.
Welcome to Strad!
Check your email for next steps.
SOC 2 Type 2 Compliant
Bank-Level Encryption
Dedicated Support
Speak with an Expert and Experience our Demo.