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x IPC

Your succession
on your terms

IPC Pinnacle, IPC’s corporate office model, provides financial advisors multiple ways to prepare for the succession of their business. An industry pioneer as a strategic buyer of books, we have proven solutions that yield strong positive outcomes for Advisors, their teams, and their clients. 


With IPC Pinnacle you get:

A flexible, multi-option succession solution

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Clear pathways to de-risk and monetize your business

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Opportunities to unlock new business growth

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Incentives for growth and profit sharing

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3

paths to

succession

1

IPC Pinnacle

Optimizer Model

Sell a part of your book

Stay independent with increased capacity

Outsource & delegate to build more bandwidth

Map a viable succession while continuing to grow

A green straw is sitting on a white surface.
A green straw is sitting on a white surface.
A green straw is sitting on a white surface.
A green straw is sitting on a white surface.

Sell a part of your book

Stay independent with increased capacity

Outsource & delegate to build more bandwidth

Map a viable succession while continuing to grow

A green ribbon is on a white background.
A green ribbon is on a white background.
A green ribbon is on a white background.
A green ribbon is on a white background.

2

IPC Pinnacle

Growth Model

A green straw is sitting on a white surface.
A green straw is sitting on a white surface.
A green straw is sitting on a white surface.
A green straw is sitting on a white surface.
A green straw is sitting on a white surface.

Sell your entire book

Become an IPC Pinnacle Advisor with renewed capacity

Eliminate the burden of running a business

Focus on working with clients & growing assets

Earn a base salary, profit sharing, annual bonus & get paid for net new assets

A green ribbon is on a white background.
A green ribbon is on a white background.
A green ribbon is on a white background.
A green ribbon is on a white background.
A green ribbon is on a white background.

Focus on working with clients & growing assets

Eliminate the burden of running a business

Become an IPC Pinnacle Advisor with renewed capacity

Sell your entire book

Earn a base salary, profit sharing, annual bonus & get paid for net new assets

3

IPC Pinnacle

Legacy Model

Sell your entire book

Preserve your legacy by transitioning to a like-minded advisor

Ensure your clients & your team are in good hands

End your entrepreneurial journey on a high note

A green straw is sitting on a white surface.
A green straw is sitting on a white surface.
A green straw is sitting on a white surface.
A green straw is sitting on a white surface.

Sell your entire book

Preserve your legacy by transitioning to a like-minded advisor

Ensure your clients & your team are in good hands

End your entrepreneurial journey on a high note

A green ribbon is on a white background.
A green ribbon is on a white background.
A green ribbon is on a white background.
A green ribbon is on a white background.

Your Outcomes

Fair value for

your business

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A straightforward

transaction

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Continuity of care for your clients

Certainty in

transaction payments

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A retirement timeline

on your terms

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Most people go through retirement once, which is why having guidance from the experts is key. IPC Pinnacle allows you to seamlessly pass the baton to a qualified successor while ensuring no service interruption to your clients.


- Ron Harvey

Retired Sr. Financial Advisor, On

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By the numbers

Learn more
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Helping Advisors

succeed their business

Since

2018

Assets under Administration

~$7b

Client Retention

>95%

Since inception

Learn more
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This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

Learn more
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3-year rolling average

Net promoter score

>85%

IPC's Succession Program

8.9

Highest rates in 2022 & 2023
Investment Executive Dealer Report Card

It's your business, your future, your succession.

Talk to us about your options and how you can get the best possible outcomes when you're ready to succeed your business.

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