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AMM Succession Plan

A Better Alternative

AMM has a better alternative to selling your practice.

Earn 50% of gross revenues — with no performance hurdles — for life including a death benefit for your heirs while offloading all administrative, compliance, and legal responsibilities, so you can focus on what interests you most in life.

AMM Succession Deal

 

Traditional RIA Sales Don't Work in Your Favor

Most deals cap your valuation, tie payouts to retention metrics, and leave you with little control. With AMM, your income never stops and your legacy is protected.

How it Works (The Glide Path)

Transition – AMM takes over operations while you remain lead advisor.

Pre-Retirement – Gradual client handoff to AMM advisors.

Retirement – Fully step away while your income continues for life.

Ready to Secure Your Future?

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TEL (858) 755-0909
TOLL FREE (888) 999-1395
FAX (858) 259-6906

Physical Address (For overnight mail)
American Money Management, LLC
14249 Rancho Santa Fe Farms Road
Rancho Santa Fe, CA 92067

Mailing Address (For USPS mail)
American Money Management, LLC
PO Box 675203
Rancho Santa Fe, CA 92067

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