Broker Check

Vintage As Your Successor

Harvesting the Value of Your Life's Work.


We’ve all seen the numbers on the state of succession planning for small businesses across America, and the financial services sector is no exception. To put things in perspective, consider these key points:

  • Over 10 million businesses are expected to change hands in the next decade.
  • 61% of business owners admit they lack the necessary knowledge to navigate the sale process.
  • By 2030, 75 million baby boomers will have retired.
  • 56% of small businesses are projected to shut down rather than be sold.


These statistics highlight the pressing need for informed strategies when it comes to succession planning and exit strategies.

Client Centered

When surveyed, most financial advisors highlighted three critical priorities for a successful business transition:

  1. Client Continuity: Ensuring that my clients receive the same, if not superior, level of care and attention that I’ve provided throughout my career.
  2. Family Security: Guaranteeing that my family is well-supported and will benefit from the successful transition of my business.
  3. Future Success: Assuring that the firm entrusted with my clients and life’s work can not only manage the rapid growth, but also thrive in the face of new challenges.


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