Transition Support

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.

how can we help you?

Contact us to learn more about our services and capabilities, or if you have technical inquiries.