Succession Planning

We are looking to grow our business through an acquisition of a like-minded firm that is a great fit culturally. This can provide you the ability to monetize the value of the business you have created and establish continuity and protection for your clients. If you are searching for a succession plan or exit strategy for your business, this is an opportunity you may be interested in.

There are significant benefits to transitioning your clients to Anchor Bay Capital, including our in-house financial planning, investment, compliance and client service teams. Anchor Bay Capital is a fee-only, fiduciary advisor. We take significant pride in our team approach to full-service financial advice.

If you would like to discuss joining the Anchor Bay team as part of your succession or client continuity plan, please contact Scott Spiering at 760 602-3470 or [email protected].