x IPC

Your succession
on your terms

IPC Pinnacle, IPC’s corporate office model, provides financial advisors multiple ways to prepare for the succession of their business. An industry pioneer as a strategic buyer of books, we have proven solutions that yield strong positive outcomes for Advisors, their teams, and their clients. 



Sell a part of your book

Stay independent with increased capacity

Outsource & delegate to build more bandwidth

Map a viable succession while continuing to grow

Sell a part of your book

Stay independent with increased capacity

Outsource & delegate to build more bandwidth

Map a viable succession while continuing to grow

Sell your entire book

Become an IPC Pinnacle Advisor with renewed capacity

Eliminate the burden of running a business

Focus on working with clients & growing assets

Earn a base salary, profit sharing, annual bonus & get paid for net new assets

Focus on working with clients & growing assets

Eliminate the burden of running a business

Become an IPC Pinnacle Advisor with renewed capacity

Sell your entire book

Earn a base salary, profit sharing, annual bonus & get paid for net new assets

Sell your entire book

Preserve your legacy by transitioning to a like-minded advisor

Ensure your clients & your team are in good hands

End your entrepreneurial journey on a high note

Sell your entire book

Preserve your legacy by transitioning to a like-minded advisor

Ensure your clients & your team are in good hands

End your entrepreneurial journey on a high note

Most people go through retirement once, which is why having guidance from the experts is key. IPC Pinnacle allows you to seamlessly pass the baton to a qualified successor while ensuring no service interruption to your clients.

- Ron Harvey

Retired Sr. Financial Advisor, On