Our platform Fondsbestand.de provides independent financial advisors with a professional framework for succession: information, business valuation and a direct route to a structured handover, sale or retirement.
Decades of trust, hundreds of client relationships, a business built step by step, and then the question every independent financial advisor eventually faces: what happens next? This is exactly where our work begins. Through our finance platform DTFH Deutsches Fondshaus, we take over and continue the client portfolios of independent advisors, with care for their clients and respect for what they have built. Fondsbestand.de is where this often starts: our platform for advisors who want to understand their options, know the value of their business and plan their succession with confidence.
Information first
Succession raises many questions: What is my client base worth? Which structures are possible? What happens to my clients, my team and my own role? On Fondsbestand.de, advisors find clear and practical information on these topics, without sales pressure and without jargon. Our goal is simple: advisors should be able to make well-informed decisions, at their own pace.
Evaluate your business
How much is a business built on long-term client relationships worth? With our valuation calculator, advisors get a first, transparent indication of the value of their client portfolio. It is a quick and confidential starting point and often the first step towards a structured conversation about the future.
Retirement or exit: finding the right path
Not every advisor wants the same thing. Some plan to retire in the next few years, others want to sell their business while staying involved, and some simply want to reduce their workload step by step. Through Fondsbestand.de, advisors can get in touch with us directly and explore a path that fits their situation, from a full handover to a gradual transition.
Why this matters for our work
Fondsbestand.de connects us directly with advisors who are thinking about their future, often long before a business is officially for sale. We learn which questions matter most to them, what they expect from a successor and how we can make transitions smoother. This knowledge shapes how we structure acquisitions and how we care for clients after a handover.
Start the conversation
Are you an independent financial advisor thinking about retirement, succession or an exit? Or would you simply like to know what your business is worth? Visit Fondsbestand.de, try the valuation calculator or get in touch with us. Every conversation is confidential and without obligation.