You will exit your practice
The question isn’t if. It’s how and when.
Total Succession helps financial advisors gain clarity early enough to exit their practice confidently, be fairly compensated, and protect their clients’ best interests.
Who Total Succession is for
This is for practice owners who might be thinking:
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“I know I need to deal with succession…I’ll get to it someday.”
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“Who am I when I’m no longer running this business?”
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“The industry is changing, when do I actually monetize what I’ve built?”
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“I worry about the families I’ve worked with for years.”
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“My window is narrowing; health, energy, and time aren’t unlimited.”
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“How do I hand this off to the next generation without losing my mind?”
What advisors are saying
Perspectives from advisors and succession experts
Tyson Ray delivers a by-an-advisor-for-advisors guide to one of the most important topics in our profession. Tyson’s perspective challenges every advisor to create the space to think intentionally about the future of their clients, teams, and families. A must-read for any entrepreneur...
Having known Tyson for over 20 years, to this day I have still not met a more innovative financial professional who is more client centered and committed to adopting and deploying best practices. And there is no end in sight to Tyson's ongoing approach to leadership and pursuit of excellence.
Tyson has created one of the most thoughtful and comprehensive succession guides I’ve ever read. Advisors face some very difficult realities as it relates to succession and Tyson breaks those challenges...Total Succession is a must read for every advisor whether you have a succession plan in place or not.
The testimonials included herein are from individuals who are not clients of the author or the author’s investment advisory firm. No cash or non-cash compensation was provided in exchange for these testimonials. These statements reflect the personal views of the individuals and may not be representative of the experience of others. Testimonials are not indicative of future performance or success.
total succession: the book
Your step-by-step guide to exiting on purpose
Now available — for advisors who haven’t started their succession plan yet
It’s your turn to plan what comes next. Learn how to exit your practice confidently, fully compensated, and while keeping your clients' interests first:
the space framework:
Your guide to a better exit
You only exit your practice once. The SPACE framework gives you a clear, proven path to do it right—on your terms, without regret.
S
See
See the life you want beyond your practice
P
Prepare
Prepare your team, clients, and systems
A
Act
Act while you have time, control, and options
C
Commit
Commit to letting go so others can step in
E
Exit
Exit with confidence and purpose
You’ve helped clients with every "what if."But you haven’t planned for your own what’s next
Once you start thinking clearly about succession, the stakes become hard to ignore
here's what at stake:
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Your exit may be decided for you and you'll exit on someone else's terms You’ve earned the right to exit with intention—don’t let that slip away.
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The relationships you spent a lifetime earning could be shaken in a moment of uncertainty You owe it to your clients to get this right.
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Your loved ones may be left to sort through chaos you could’ve prevented Protect the people you care about most.
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Your team's confidence may fade just when they need you to lead most Your team deserves to know what your plan is.
the total succession show 🎧
Honest conversations about letting go, legacy, and what’s next
These conversations led directly to the creation of Tyson's latest book, Total Succession. Subscribe for honest, behind-the-curtain stories that will help guide your own succession journey.
More about Total Succession
about creator & author, tyson ray
After nearly three decades building a successful financial advisory practice, Tyson Ray thought he had it all figured out—until his 50th birthday reality check revealed a shocking truth: his own succession plan was nothing more than dangerous assumptions.
That moment of brutal honesty sparked the question: “If I wasn’t prepared, how many other advisors are walking around with the same blind spot?”
The answer led to his book Total Succession, his SPACE™ framework (See, Prepare, Act, Commit, Exit), and The Total Succession Show podcast, where he helps financial advisors exit their businesses with clarity, confidence, and no regrets. What makes Tyson unique isn’t just his expertise—it’s his willingness to share his own real-time succession journey, documenting every mistake and breakthrough as he prepares to exit the business he spent three decades building.
Tyson challenges advisors to confront the uncomfortable questions: What happens to your business when you’re not in it? Are you prepared to let go of your title and ego? Are your clients truly protected? His message is simple but powerful—it’s never too late to get your succession plan right.
