01

Advisor in Transition

Sophisticated teams seeking an objective and unbiased partner hire us to assist them with a potential transition to a new advisory model.
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02

Compensation Design

Compensation and firm equity are key structural challenges for many successful firms. Firms hire us to activate growth and/or rationalize compensation to meet strategic objectives.
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03

Growth Strategies

Our clients leverage our intellectual capital to architect customized plans to transform their practice into a sustainable, thriving business.
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05

Succession and Exit Planning

Many industry providers offer succession planning services, but few offer our level of expertise to effectively structure transactions. We are able to efficiently work through the sensitive elements entailed in buying and selling, meanwhile ensuring that the clients’ and employees’ needs are most ...
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06

Transaction Services

Either as a friendly broker or a direct assistant to a buyer or seller, we consult on advisor-to-advisor buy/sell transactions.
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