Are You Ready for a Transition?

Do the statements below sound like you? If so, you may be ready for a transition. Contact us confidentially below and we’ll help you further evaluate transitioning to Ascent.

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I struggle to balance managing the operational aspects of my business while providing my clients with the level of customer service I want to deliver to them.
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Increased regulatory scrutiny on the financial services industry and compliance requirements overwhelm me.
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I’m not good at technology or don’t have the time to keep up on the latest tools I know I should be using.
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I’m interested in slowing down into semi-retirement or full retirement in the next five years.
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I don’t have a succession plan in place.
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I’ve thought about becoming independent, but I’m concerned about being on my own without support.