Goals We Serve


Starting a New Firm

As our industry evolves, we are seeing more and more advisors define their own vision of independence. Working with hundreds of advisory firms, we understand the challenges and opportunities of joining the movement to independence. If you’re looking to transition or open a new firm, we have the experience and the expertise to help you realize your vision.

Advisor in Transition

We provide an objective, unbiased plan and organized management to streamline your transition.  

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Compensation & Equity Design

We structure compensation plans and design equity to optimize your financial goals. 

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Growing an Existing Firm

We work with top independent firms looking to drive growth through mergers and acquisitions. Since most of M&As directly impact P&L, growth rates, and organizational structure, we focus on creating solutions that help ensure every revenue dollar is profitable and accretive to your firm’s value.

Compensation & Equity Design

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

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Strategic Planning

We delineate your growth goals, formulate a detailed blueprint for growth, and forecast your firm’s potential upon implementation.

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Retained Services

We provide comprehensive business management services including strategic planning, compensation, corporate governance, and succession planning.

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Mergers & Acquisitions

We consult on advisor-to-advisor buy/sell transactions, offering perspective and skills to both front-end decision-making and back-end execution.

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Developing an Exit Strategy

Most owners of independent advisory firms struggle to come to grips with structuring a defined exit for their life’s work. We help create a custom exit plan, including custom internal or external succession plans, for top independent firms.

 

Succession Planning

We help ensure that your legacy and exit are structured on your terms while seeking to balance the needs of remaining stakeholders within the 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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Mergers & Acquisitions

We consult on advisor-to-advisor buy/sell transactions, offering perspective and skills to both front-end decision-making and back-end execution.

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