Our expertise is grounded in your experience

Our expertise is grounded in our cumulative experience.

We work with elite financial advisory firms seeking to aggressively grow or requiring assistance in solving critical business management challenges. We add value to the entire life cycle of an advisory business, from starting a firm to planning an exit and/or succession. We apply our expertise to each firm's reality, delivering creative solutions to help owners achieve their goals.

By working with us, owners gain a leverage point in the "business of running a business." We have helped some of the nation's top firms achieve transformational growth. Most of our clients have been recognized by top publications, such as Barron's, Investment News, and Investment Advisor.

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Starting a New Firm

Elite advisor teams seeking a transition partner with us to achieve the next level of growth. Our experience in working with hundreds of large advisory firms provides a unique perspective that enables us to engineer solutions that meet each firm’s specific needs.

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Advisor in
Transition
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compensation
design
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Growth
Strategies

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Growing an Existing Firm

Top independent firms engage us to help them create solutions that drive their next iteration of growth. These relationships typically manifest themselves in projects that directly impact a firm’s P&L and growth rates. Although we are not in the business of finding “the next new revenue dollar”, we engineer solutions that ensure each revenue dollar is profitable and accretive to firm value.

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compensation
design
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Growth
Strategies
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Management
Support Services
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Transaction
Services

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Developing a Strategic Exit

Top independent firms engage us to help create a custom exit plan. We engineer custom internal or external succession plans.

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compensation
design
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Succession and
exit planning
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Transaction
Services