An Alternate Exit Plan: How a $1.4B Merrill Team Solved for Succession

Episode notes

With Tim Krueger, Co-Founder and Partner at Krueger, Fosdyck, Brown, McCall & Associates - NewEdge Advisors, LLC Overview For many advisors, the real question isn’t how big the business becomes - but what happens next. This episode explores how Tim Krueger and his $1.4B Merrill team rethought succession, liquidity, and legacy to create long-term continuity. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… For many advisors, success is defined by growth: more clients, more assets, more revenue. But at some point, the question shifts from, “How big can we build this?” to “What happens next ?” After nearly two decades at Merrill, Tim Krueger and his partners had built a $1.4B practice and one of the most successful teams in their market. By any traditional measure, the internal sunset path would have been the simplest option. But simplicity wasn’t the goal.

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