Plan your exit

Your next move counts

succession planning

You've spent years earning trust. Now, let’s protect it.

There comes a time to look beyond the day-to-day — to think about what comes next for your clients, your team, and your legacy. Whether you're considering a full exit or just starting to plan, Optimize offers the clarity and support to help you transition with confidence.

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What you gain

  • Your client relationships carry value. Our structured compensation model reflects the true worth of the business you've built.

  • Whether you're ready to step away entirely or prefer a phased transition, we design the process around you. Your level of involvement, timeline, and goals shape the journey.

  • From regulatory paperwork to client conversations, we manage the details so you can focus on what matters — leaving on the right terms, with your reputation intact.

  • Your transition isn’t off-the-shelf. We build a personalized project plan anchored by your timeline, your team structure, and your client priorities.

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The Outcome

Realize the full value of your practice while ensuring your clients continue to benefit from a best-in-class offering now and for years to come.

Let’s talk succession

Be empowered to make your next move.

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