Retiring is hard. We get it. With Platform, you don’t have to turn over the keys and walk off into the sunset. We’ll work directly with you to create customized client transition plans that keep you involved and your customers cared for.
Our valuation model makes sure you get full value for your firm with a significant portion of the purchase price paid upfront. That’s great news for you—and your retirement goals
From handshake to close, we take the guesswork and anxiety out of transitioning with a simple process that covers everything from client transition and staff retention to a post-transaction operation plan.
You’ve built a legacy on years of success and hard-won relationships. And we know, first-hand, how hard walking away can feel. At Platform, your business is our business. That means continuing to provide the same level of service and care your clients deserve.
