Working with WestStar means being part of an advisor and practice network, tailor-made for seamless succession, mergers, or acquisitions.

  • Built-in Succession Plans: We have advisors within our network who could be potential successors of your business when the time arrives.
  • Business Continuity Program: We provide the framework and commitment to enact a contract that states that upon the death or disability of the advisor, their practice will be purchased for a pre-determined price.
  • Practice Acquisitions: We will help initiate, evaluate and implement the purchase of a financial planning practice as designated by each advisor.
  • Branding and Marketing of Business Continuity Service & Resources: For marketing purposes, advisors affiliated with WestStar can brand themselves individually in association with us, or under the WestStar Prosperity Partners brand.