Grounded in Experience

We have designed customized plans for over 175 firms, representing over $200 Billion in total assets under management. We work with financial advisory firms that seek to aggressively grow or require 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 culture and unique attributes, delivering creative solutions to help owners achieve their goals. One size does not fit all!

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

Starting a New Firm

Sophisticated 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.  We have transitioned teams from virtually every platform in the industry to some form of independent ownership.

Teams seeking an objective unbiased partner hire us to assist them with a transition to a new advisory level.

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

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We engineer solutions that ensure each revenue dollar is profitable and accretive to firm value.

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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, growth rates, and organizational structure. We engineer solutions that ensure each revenue dollar is profitable and accretive to firm value.

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

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We discover a firm’s growth goals to formulate a detailed blueprint that provides a path for growth and forecast the potential upon implementation.

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This comprehensive solution provides firms with our best ideas, insight, and access to our team for implementation support for areas in which we have expertise on an on-going basis.

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We consult on advisor-to-advisor buy/sell transactions and facilitate all facets of negotiations between parties seeking to consummate a deal. We are a solution for advisors that are seeking assistance with valuation, transaction structure, and integration.

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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.

Compensation and firm equity are key structural challenges for many new companies. Firms hire us to help activate growth and/or rationalize compensation to meet transition objectives.

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We help ensure that an owner's legacy and exit are structured on his or her own terms while seeking to balance the needs of remaining stakeholders within a firm. We provide feasibility assessments for internal or external succession, structure of terms, a valuation, if necessary, and support in implementing the plan.

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We consult on advisor-to-advisor buy/sell transactions and facilitate all facets of negotiations between parties seeking to consummate a deal. We are a solution for advisors that are seeking assistance with valuation, transaction structure, and integration.

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