A paid, orderly handoff over a runway you choose. Stay involved and compensated while your clients gain continuity.
Principals with a one-to-two-year horizon who want continuity for clients and a compensated, gradual wind-down — not an abrupt exit.
Join Allendale now and hand off your book over a negotiated runway. You stay involved and compensated; clients move to Allendale brokers and keep the Advisory Report they rely on.
Your involvement, your relationships, and your income through the runway. The operational burden lifts on day one.
Negotiated transition compensation tied to your retained book, paid as you go through the handoff.
From day one, Allendale staff handle the day-to-day and trained brokers help cover your book — so you can step back gradually, take time off, and trust that nothing falls through the cracks.
A negotiated runway — typically a few years — built around your timeline and your clients.
They transition to Allendale brokers over time, keeping the research and service they already rely on.
Yes — transition compensation is tied to your retained book and paid as you go.
Yes. Early conversations go directly to Steve Georgy, President.
A private, no-pressure conversation about a compensated, gradual wind-down — straight to Steve Georgy, President.
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