Transition Your Financial Services Firm

Transitions & Successions

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An easy, seamless transition

Are you ready to pass the torch?

If you’re ready to make a move, we’re ready to help.

Transitions and successions can be difficult and emotional. With COSYNTRIS, you can seamlessly transition out of your firm without sacrificing your clients’ or your firm’s best interests.



During this time, you continue to be involved in day-to-day operations and eventually transition out. Regardless whether you’re coming from a broker dealer or a partnership with Charles Schwab, we can help you transition your financial services firm into our advisory network.


COSYNTRIS will help you move onto the next phase of your life without sacrificing the identity of the firm you worked so hard to build. You may be selling your company, but you and your practice will always be a part of the family.

Why Partner with COSYNTRIS

The Sophistication of Wall Street, Without the Bureaucracy.

Keep your firm’s name.

When you sell to a large firm, you could sacrifice your firm’s unique identity. However, at COSYNTRIS, we offer a way to keep the legacy you have built in tact while allowing you to transition out.

Your clients remain top priority.

In a traditional setting, as soon as you walk out of the door, your clients are passed on to the next broker or to a new firm. This may mean you don’t have any certainty your client’s best interests will be preserved. At COSYNTRIS, we will uphold a consistent level of respect throughout the transition process.

You’re always a part of the family

As you move onto the next phase of your life, you can rest assured you will always have a family support system at COSYNTRIS.

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Let’s talk

Transitioning out of your financial services firm is an emotional and logistically cumbersome process. Tell us a little bit about your current situation and COSYNTRIS will reach out to discuss the best options for you, your clients, and your staff.

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