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"The option to sell and stay involved is why I chose IPC."

- Brett Worby, Certified Financial Planner

Secure what's important to you.

Your Succession Done Right

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A great deal

  • Valuation of up to 3.5x* revenue
  • Business transition allowance
  • Dedicated transitions team
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Excellent outcomes

  • 95% retention post-transition
  • Minimal disruption for team and clients
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Protect your legacy

  • Continuity of care for clients
  • Reliable payments from an experienced buyer 

Plan Your Perfect Succession

IPC Pinnacle allows you to choose how you want to succeed your business. We offer industry-leading solutions to help you realize your desired succession outcomes.

IPC Pinnacle by the Numbers

Learn more
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Learn more
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IPC Succesion Program

9.2

Investment Executive Dealer Report Card 2024

Net Promoter
Score

>85

3-year rolling average

Assets Under
Administration

~$8.3b

IPC Pinnacle Since 2018

Join 80+ Advisors who chose IPC

  • A woman in a black jacket and white shirt is smiling.

    "I was looking for was the structure and the process; everything was looked after for me."

    "I was looking for structure and process. Everything was looked after for me."


    Kyla Martens, Financial Advisor, AB

    Watch Testimonial
  • A man in a suit and tie is smiling for the camera.

    IPC Pinnacle allowed me to seamlessly pass the baton without service interruption to my clients.

    "IPC Pinnacle allowed me to seamlessly pass the baton

    without service interruption to my clients."


    Ron Harvey, Retired Advisor, ON

    Read Testimonial
  • A man in a suit and white shirt is smiling for the camera.

    "Transition at your own pace so you can focus on what’s best for you and your clients"

    "You can transition at your own pace to focus on what’s best for you and your clients"


    Trevor Nelson, Retired Advisor, BC

    Read Testimonial

Act Now

Schedule a private chat to learn about your succession planning options.

* Book valuation based on qualifying factors.

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