The NEXT Transitions Team is ready to assist both new and existing NEXT financial professionals with a variety of transition services.
Our transition assistance for financial professionals affiliating with NEXT is comprehensive, including access to transition dollars, registration, licensing support and more. Acclimating to our back-office systems is simple and provides you the resources you need to stay focused on your customers.
The Transitions Team is your one-stop-shop for information and resources:
- Your liaison throughout the licensing and affiliation process.
- Your guide in transferring over existing accounts and utilizing LaserApp® to populate forms.
- We’ll connect you with resources specifically aimed at growing your practice.
- Your link to home office departments and staff members.
Additionally, if you are in the market to buy, sell or establish a succession plan, the Transitions Team is dedicated to taking the stress out of the process. We offer a vast range of resources coupled with friendly service to ensure a transparent, smooth and easy closing. Most importantly, we are facilitators and do not charge for our services, below:
- Dedicated Acquisition Search Consultants
- Continuity & Succession Planning
- Free Business Valuations
- Strategic Acquisition Structures
- Due Diligence Support
- Flexible Financing
- Transition Assistance
The NEXT Transitions Team is ready when you are.