Don’t settle for 2x

See Your 4–7x Private‑Market Potential

W‑2 and Independent advisors: retirement doesn’t have to mean 1.5–2x and a one‑way path. Get a competitive succession evaluation, maintain client continuity, and keep your custodian as an option—while exploring tax‑aware structures that can move you from ~2x to 4–7x.

Get My Competitive Succession Evaluation

Competitive Succession Evaluation

Benchmark beyond ~2x. Understand private‑market ranges (often 4–7x) and how structure, mix, and timing affect outcomes for W‑2 and Independent advisors.

Custodian Continuity Options

Retire without disrupting client custody. Explore structures that let you maintain custodian continuity while improving economics and control.

Tax‑Aware Deal Structures

Optimize cash at close, deferrals, and earn‑outs to improve after‑tax outcomes. Structure matters more than most advisors realize.

W‑2 & Independent Advisors: You Have Options

Thinking the only way to keep your clients on the same platform is to retire in‑house? Not true. We help advisors evaluate competitive paths that protect custody continuity, elevate valuation Beyond 2x Partners (often 4–7x), and improve after‑tax outcomes—without pressure and with complete confidentiality.

Confidentiality

Private, advisor‑first process from first conversation to close. Your information is never shared without permission.

No Pressure

Clarity on options and economics—no quotas, no steering. You control the model, timing, and structure.

Financial advisor working on practice valuation and transition planning
“Beyond 2x Partners provided exceptional guidance throughout our practice transition. Their expertise in practice valuation and the selling process was invaluable. They helped us maximize our practice value while ensuring a smooth transition for our clients.”
Sarah Johnson Senior Financial Advisor

Beyond 2x Partners Without Compromising Custody

We specialize in advisor‑first transitions for W‑2 and Independent advisors. Explore deal structures that keep clients comfortable, preserve custodian continuity as an option, and unlock higher valuations with smarter terms, tax‑aware design, and better alignment.

Confidential Process

No public "for sale" signals. We run a discreet process tailored to your goals.

Advisor-First Philosophy

No steering to a single buyer or model. We optimize structure, not just price.

Choice & Continuity

Multiple structures and partners. Preserve client experience and operational continuity.

How it works?

Valuate, Plan, Transition

1

Practice Assessment

We begin with a comprehensive evaluation of your practice, including client base analysis, revenue streams, and growth potential to determine its true market value.

2

Transition Planning

We develop a customized transition strategy that aligns with your goals, timeline, and desired outcomes, whether you're buying, selling, or monetizing.

3

Execution & Support

We guide you through every step of the transition process, ensuring a smooth handoff that protects your interests and maintains client relationships.

Retiring Soon? Clarify Your Real Options

Many advisors assume an in‑house retirement path is the only way to keep custody. In reality, private‑market structures can preserve continuity while improving valuation multiples and after‑tax outcomes.

~35%

Of Advisors Set to Retire in 8 Years

Your Options: Monetization Without Giving Up Control

Explore flexible strategies to unlock value from your practice while maintaining the level of control that works for you.

Minority Equity Sale

Key Advantages
  • Maintain control of your practice
  • Immediate liquidity event
  • Keep running your practice on your terms
  • Access to growth resources and capital

Full Practice Sale

Key Advantages
  • Maximum value for your practice
  • Clean, complete exit strategy
  • No ongoing business obligations
  • Professional transition support for clients

Sell & Stay Models

Key Advantages
  • Significant liquidity event upfront
  • Continue working with your clients
  • Reduced administrative and compliance burden
  • Focus purely on client service and growth

From ~2x to 4–7x: What Drives the Delta

Structure, Mix, Timing, Taxes, and Custody Continuity

Your Valuation Isn’t Fixed—It’s Engineered

Private‑market ranges often outpace in‑house programs when you optimize the whole package: structure (cash vs. earn‑out), client mix and retention assumptions, growth expectations, tax treatment, and custody continuity. We design options that protect clients while elevating economics.

Whether you’re W‑2 or Independent, we’ll map scenarios that maintain platform familiarity for clients, reduce operational friction, and target 4–7x outcomes when appropriate to your practice profile.

Don't Navigate This Alone

Our expertise ensures you understand exactly what your practice is worth and how to maximize that value—completely free of charge.

See your competitive range, custodian options, and tax‑aware paths in one review.

Start My Evaluation

Zero Cost to You - No Contract Required

Unlike traditional brokers who charge 3.5-10% in fees, we take ZERO commission from sellers and require NO CONTRACT or obligation—ever. Get your private‑market range (often 4–7x), custody continuity options, and tax‑aware pathways—tailored for W‑2 and Independent advisors.

Our Approach

Competitive Succession Evaluation

FREE

Clarity on options, valuation, and after‑tax outcomes—confidential and no‑pressure

  • Zero Cost to Sellers - No broker fees
  • No Contract Involved - No obligations
  • Private‑market valuation range (often 4–7x)
  • Custodian continuity options and impacts
  • Tax‑aware deal structure scenarios
  • Model comparisons for W‑2 and Independent
  • Retention and growth sensitivity analysis
  • Timeline and transition risk planning
  • Confidential, no‑pressure guidance
Start My Evaluation
Why We Work For Free - Zero Cost, No Contract

Many advisors pay 3.5-10% in broker fees to sell their practice. At Beyond 2x Partners, it costs you ZERO. We take no commission from sellers and require no contract or obligation—ever. We only succeed when you do. Our business model aligns our interests with yours—we provide expert guidance at no cost because we believe every advisor deserves access to institutional-level expertise when navigating practice transitions. No hidden fees, no surprises, just results.

Ready to see your real options?

Get a confidential, competitive succession evaluation with 4–7x potential, custodian continuity options, and tax‑aware structures—tailored for W‑2 and Independent advisors.

Get In Touch

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