Succession.

Acquisition.

and Culture.

A Q&A with one of the industry’s best case studies: Napier Financial and its founder John Napolitano.

I’ve spent years helping advisors who prioritize culture and taking care of their clients. But this conversation with John Napolitano? One of the best I’ve had.

John isn’t just another advisor with a succession story. He’s built a thriving business, trained next-gen leadership, turned down private equity—and done it all with intentionality, generosity, and strategic clarity.

This Q&A is ideal for:

  1. The founder who is looking ahead at an exit–and wants to balance a great valuation AND a culture fit.

  2. The advisor who is curious about a small number of selective acquisitions in the coming years–how to prepare and what to look for.

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WHAT WE DISCUSS

John started succession planning at 53—not because he wanted out, but because he wanted options. You’ll learn how early planning creates leverage, freedom, and firm value.

Revenue matters—but culture is what makes a deal sustainable. John shares how he evaluates fit and integrates new advisors into a collaborative team.

John’s approach to identifying and developing the next generation of advisors–how to hire and train up leaders who can carry a culture.

Build a firm that outlasts you. John now serves as Chairman of the firm he founded—with a multi-partner structure, succession built in, and clarity about where they’re headed next.

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Succession is arguably the biggest challenge facing top independent advisors over the next 5-10 years.

How do we help these sellers find firms that have the financial strength to acquire and a commitment to culture and serving clients?

John Napolitano is one of the few advisors that has had personal success on both sides of this conversation.

The problem is simple to explain. Top advisors have incredible cultures and valuations. When it comes to buyers?

  • Next gen advisors don’t have the capital to buy.

  • Big consolidators have the capital but not the culture.

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