Transitions & Successions

We’re here for every stage of your business

Financial advisers who choose HTK as their broker-dealer and registered investment adviser receive personalized support from the moment they are introduced to us. If you are seeking a firm that can help you take your business to the next level, we’re here to help.

Our dedicated transition team makes the process as seamless as possible for you, your team and your clients. We offer consultation and specialized services for:

Adviser onboarding

Adviser onboarding

Succession planning

Succession planning

Practice transitions

Practice transitions

Acquisitions

Acquisitions

Transitioning with HTK

You’ll receive step-by-step support along the way.


Transitioning with HTK (XS)Transitioning with HTK (SM)Transitioning with HTK (MD)Transitioning with HTK (LG)

Get in touch

Interested in learning more about how we can partner together?

Contact us