An Alternate Exit Plan: How a $1.4B Merrill Team Solved for Succession
Автор: Diamond Consultants - Financial Advisor Recruiters
Загружено: 2026-01-22
Просмотров: 22
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What happens after you’ve built a wildly successful advisory business?
For Tim Krueger and his partners, that question became unavoidable after nearly two decades at Merrill and the growth of a $1.4B practice. Rather than default to a traditional retire-in-place or internal sunset plan, they chose a very different path—one that prioritized clients, next-generation advisors, and long-term continuity.
In this conversation with Louis Diamond, Tim shares why his team stepped away from the wirehouse model entirely and aligned with NewEdge Advisors to solve for succession, liquidity, and legacy—at the same time.
You’ll hear how focusing on other people’s needs ultimately became the team’s most powerful growth strategy, plus insights on:
• Lessons learned from nearly 20 years at Merrill
• Why the CTP retire-in-place program wasn’t the right fit
• “Shrinking to grow” as a business philosophy
• Monetizing a business without ending the journey
• Creating a real runway for G2 and G3 leadership
• Designing a win-win-win for founders, teams, and clients
This episode offers a candid look at what life after a wirehouse can unlock—and how rethinking succession can reshape both fulfillment and enterprise value.
🔔 Subscribe for more advisor conversations on growth, transition strategy, and long-term value.
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