There’s an easier way to sell or transition your practice. Find like-minded buyers nationwide with ripe purchasing power and a desire to expand through Advisor Marketplace.
Ready to slow down, retire, or try out something new? When you’re ready to transition into a new phase, have confidence that your business will move seamlessly to the best buyer. The Advisor Marketplace is an easy-to-access portal that connects you to like-minded buyers across the country looking to purchase a business like yours. We consider shared values, characteristics, and goals to ensure that we locate the best match – at no cost to you!
Download our Advisor Transition Playbook, schedule your strategy session, or check out the Advisor Marketplace to learn more about entering the next exciting phase of your life.
Stephen started in the insurance marketing business in 2001 as a new business consultant. In 2002 he was promoted to Director of Sales and built a 200 million book of business from scratch. By 2005, he was one of the top wholesalers in the country, working with some of the top financial advisors and insurance agents across the USA. In 2008, Stephen was promoted to Co-President of one of the largest IMOs in the country.
In 2011, Stephen continued his entrepreneurship path and co-founded The Impact Partnership, an INC 5000 company. Stephen is responsible for the strategic vision of Impact and is laser-focused on creating a culture of growth for both internal teammates and our amazing customers.
Stephen lives in Kennesaw, GA, with his wife of more than 20 years, Kendra. They are blessed with three beautiful children Katie, Tyler, Anna Brooke, and Laya, their German Shepherd and Luna, their BernieDoodle.