Advisor Group
Advisor Group’s My Succession Plan provides an active community of buyers and sellers to make mergers and acquisitions easier for both sides of the deal.
My Succession Plan offers access to:
  • Award-winning, personalized support from experts who bring 50+ years of experience to the table, including valuation, deal structuring, negotiation assistance, documentation, execution, and financing resources.
  • Advisor Group’s proprietary online matching platform,, which connects financial professionals both inside and outside our network via searchable profiles, whether you want to sell, buy, or need a business continuity plan.
  • A comprehensive library of informative videos, guides, and articles covering timely topics related to succession planning.
What's next for your business? Do you plan to grow it? Sell it? Maintain it? Make a plan with our Buying or Selling Guide.
Preview of guide. Executive Brief: Five Things You Need to Know About Buying or Selling.
Download our Buying or Selling Guide and get the information you need to set your business plans in motion.
Whether you're interested in buying or selling a business, we're here to help. Give us a call at 844-2-JOIN-AG or fill out the form below to learn more about about My Succession Plan and Advisor Group.

Advisor Group | In Your Corner

20 E. Thomas Rd., Suite 2000  •  Phoenix, AZ 85012  •  844-2-JOIN-AG  •

FOR FINANCIAL PROFESSIONAL USE ONLY: Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms.

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