Succession Planning
You’ve spent years building your practice. We’re here to help you protect it, transition it, and ensure it continues to serve clients long after you’re ready to step back.
Your Legacy Deserves a Plan
For financial professionals and business owners, succession planning is one of the most critical — and most often delayed — priorities. Whether you’re thinking about retirement, an unexpected life event, or simply the long-term future of your firm, inSOURCE provides the strategic guidance to help you navigate it with confidence.
We work with advisors and business owners to structure succession plans that protect your clients, your team, your value, and your legacy.
Our Succession Planning Process
Discovery & Valuation
We start by understanding your practice — your book of business, revenue model, client demographics, team structure, and your personal goals for the transition.
Strategy Development
Together, we build a customized succession roadmap — whether that means an internal transition, an external sale, or a phased retirement model.
Implementation & Support
We walk with you through every step of execution — from client communication to legal structuring — so nothing is left to chance.
Ongoing Monitoring
Succession isn't a one-time event. We provide ongoing oversight to ensure the plan stays on track and adjusts as circumstances change.
Who We Work With
- Independent financial advisors planning for retirement
- RIAs and broker-dealer reps exploring acquisition or merger
- Business owners without a formal exit strategy
- Professionals who want to ensure client continuity
A Succession Story Built on Trust
Leave a legacy, not loose ends.
How Bryan Holen and Josh Mikus built a structured succession plan at inSOURCE.
Plan
Define the timeline and touchpoints
Partner
Joint meetings to transfer trust
Protect
Ensure continuity for clients and your legacy
"Succession is about handing off so relationships last."
Bryan Holen, RFC
Financial Advisor
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"We meet with clients together, step by step, so nothing is left to chance."
Josh Mikus
Financial Advisor
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Download the Succession Story Brochure
An overview of Bryan & Josh's journey and how inSOURCE supports transitions.
Download BrochureFrequently Asked Questions
How long does a typical transition take?
A structured succession plan usually unfolds over 18–24 months. This timeline allows clients to gradually build trust with your successor through joint meetings, clear communications, and ongoing involvement from you. Every plan is customized, but starting early creates the smoothest experience.
How will my clients be introduced to my successor?
We believe trust should transfer naturally. That means joint client meetings, collaborative planning sessions, and coordinated communication — so clients get to know your successor while you’re still actively engaged. By the time you step back, your clients already feel comfortable and supported.
What if I'm not ready to retire yet?
That’s actually the perfect time to plan. A succession plan doesn’t mean stepping away immediately — it means having clarity and options for the future. You can continue serving clients while knowing you’ve already set a process in motion that protects them — and your legacy — whenever the time is right.
What happens if something unexpected occurs before I've formally retired?
Life is unpredictable. Having a succession plan in place ensures your clients won’t be left in limbo. Instead, they’ll already know who to turn to and how the relationship will continue, giving everyone confidence in uncertain times.
Who benefits most from a succession plan?
Everyone. Advisors gain security knowing their clients and legacy are protected. Clients gain continuity and confidence in their financial future. Successors gain valuable mentorship and a strong foundation to build lasting relationships.
It's Never Too Early to Plan
The most successful successions are the ones that start years in advance. Let’s have a candid conversation about where you are today and where you want to be.