Considering Your Next Chapter?

If you own an advisory practice and are thinking about succession — this year or five years from now — we'd welcome a confidential conversation. The Capeloto & Hedrick Co (Foster Point Capital) partners with founder-led firms whose owners care about what happens to their clients, their staff, and their name after a transition.

What we look for

Established, fee-only or fee-based practices, typically founder-owned, whose clients expect continuity and personal attention. We are not an aggregator running a volume playbook. We're advisors ourselves — we serve roughly 120 households from Seattle — and we integrate slowly and carefully.

What you can expect

Every conversation is confidential and informal — no bankers or process required. Transitions are designed around your timeline, whether that's a clean exit, a multi-year glide path, or staying involved. Deal structure reflects what matters to you: client retention, staff continuity, and your legacy, not just the multiple.

Common questions

How is my practice valued?

Most advisory practices are valued on a multiple of revenue or EBITDA, adjusted for client demographics, fee structure, and growth. We'll share our view of the current market openly — even if you don't transact with us.

What happens to my clients?

Continuity is the deal. Client relationships transition gradually, with you introducing us on your timeline. Your service model doesn't get replaced with a call center.

What happens to my staff?

Good people are usually the most valuable part of a practice. Our strong preference is to retain them.

How long does it take?

Plan on 9–12 months from first conversation to close — and the best transitions start 2–3 years before the owner wants to step back. Talking early costs nothing.

Start a confidential conversation. No commitment, no pressure — just two owners talking. Book a meeting