Transition Your Legacy
Selling Your Client Portfolio

What You Should Consider Before Selling Your Client Portfolio

Retirement is a major life change, and as a financial advisor, there are unique things you should consider before selling your business.

1. What’s Your Retirement Exit Strategy?

Whether you envision a quick, complete exit or prefer a collaborative “sell-and-stay” approach where you remain engaged during the transition, we’ll work closely with you to tailor a plan that fits your retirement goals. Our process centers on flexibility and mutual understanding, ensuring the transition is as smooth for you as it is for your clients.

2. How Valuable Is Your Practice?

Maximizing the value of your business starts with preparation, and we help ensure nothing is overlooked. From evaluating years of financial data to identifying opportunities to enhance recurring revenue, client retention, and operational efficiency, we’re here to guide you through the steps needed to secure a fair and rewarding deal.

3. Who Will Serve Your Clients?

Your clients are more than accounts—they’re individuals who you’ve built relationships with over the years. At Karpf White Wealth Management, we share your commitment to high fiduciary standards and personalized service. As a boutique firm, we provide your clients with the same care and attention you’ve given them, ensuring the transition feels seamless and their financial futures remain in trusted hands.

Who We Are

Karpf White Wealth Management is a corporate Registered Investment Advisor (RIA) with offices in Branford, Connecticut, and Jupiter, Florida. We oversee more than $420 million in client assets, bringing decades of expertise to serve individuals and families through holistic wealth management services. We prioritize meaningful connections and high-touch service to help clients achieve long-term financial clarity and confidence.

What We Offer

Our approach goes beyond numbers. We combine comprehensive financial planning with tailored investment management services to safeguard and grow our clients' wealth. By focusing on retirement, estate, tax, and legacy planning, we ensure that every client’s financial roadmap reflects their unique goals and aspirations.

Through our proven four-step process—Discover → Build → Implement → Review—we consistently deliver proactive, fiduciary guidance that preserves client legacies. And our dual presence in New England and South Florida provides a scalable infrastructure to serve individuals across generations.

Why Partner With Us?

For advisors or firms entering retirement, choosing the right succession partner is one of the most critical decisions you’ll make. At Karpf White Wealth Management, we bring professionalism, care, and experience to the table—ensuring your clients receive the same high standard of service you've built your career upon.

Here’s what sets us apart:

• Proven Experience: We’ve completed four successful acquisitions over the past 15 years, paying in full at closing. References are available upon request.
  
  
• Client Continuity: Our established service model ensures your clients will experience a seamless transition with minimal disruption, supported by a team that shares your commitment to personalized, high-touch care.
  
  
• Shared Values: We seek like-minded partners who emphasize holistic planning, uphold fiduciary excellence, and prioritize client-first service. We approach every acquisition as a partnership, preserving your legacy while building on the foundation you’ve created.

Our Process

Working with us includes a straightforward, transparent experience designed with your goals—and your clients’ future—in mind:

1. Objective Guidance

We work closely with you to understand your needs and retirement goals. Whether you prefer full retirement or a gradual transition, we tailor a plan to suit your preferences.

2. Innovative Strategies

Our team provides fair, competitive valuations and offers flexible purchase structures to match your financial priorities. Whether you prefer an outright purchase, installment payments, or an earn-out tied to client retention, we will ensure it aligns with your needs

3. Seamless Client Transition

Your clients remain the center of our focus throughout the process. Our team collaborates with you to introduce them to their new advisors, emphasizing relationship continuity, trust, and high-quality service. We aim to retain as many of your clients as possible during the transition.

Deciding to retire doesn’t mean leaving your clients behind—it’s about securing their financial future while achieving a legacy you’re proud of. Partner with Karpf White Wealth Management to ensure your hard-earned client relationships are preserved, served, and supported for years to come.

Why Transitioning Clients to Us Is Different:

• A Boutique Culture of Care: At Karpf White Wealth Management, we prioritize personalized service to ensure every client feels valued and supported throughout the transition.
  
  
• Regional Expansion: By partnering with firms in New England, New York, and South Florida, our vision is to grow while maintaining a boutique-level service.
  
  
• Next-Generation Talent: We are investing in bringing on additional advisors in the next 5–10 years, ensuring a strong future for your clients.
  
  
• Scalable Infrastructure: With our proven service model, your clients will benefit from greater accessibility to technology and resources without sacrificing the personal touch.