Services We Offer

AGS serves as your sounding board, problem solver, and implementor in making your business better. We can support you in going independent, growing your firm through acquisition or redirection, solving key structural challenges, and guiding you and your firm through a structured exit strategy. 

Advisor in Transition

When transitioning to a new advisory model, you’ll need to juggle many moving parts and make critical decisions at an extremely fast clip. As a wealth management team in transition, you can benefit from a trusted and experienced partner who guides you in setting up your new business. At AGS, we help you identify the ideal model, structure a platform search, design compensation and partner equity, and project manage the transition so you can focus on transitioning your clients.  

logo icon What sets us apart: our unbiased approach. 

We work only on your behalf and never receive referral fees or commissions from any provider. We stand behind our objectivity, resulting in optimal solutions for you as the advisory firm owner, your family, and your clients. 

Mergers & Acquisitions

We consult on a variety of buy/sell transactions, either as a friendly broker “working for the deal” or a trusted consultant to a buyer or seller. Both buyers and sellers benefit from our experience and research in determining the optimal transaction structure and timing.  In all transactions, we help interpret the dynamic mergers and acquisitions market, from both an internal and external perspective.

We are different because we work with you throughout the process. We help ensure you’re ready to enter the highly competitive M&A market, first taking you through a structured decision process and conducting front-end due diligence. Then, once we find the right fit, we facilitate all facets of negotiations between the deal parties. 

Our capabilities include assisting with valuation, transaction structure and integration as well as creating the organizational structure of your new entity (if applicable), revising compensation plans, structuring terms and project-managing integration. 

logo icon What sets us apart: our strategic approach.

We provide the front-end strategic evaluation to help ensure a potential deal is viable and leverage our experience and creativity in structuring a transaction that is a “win/win” for all parties.  

Compensation & Equity Design

Compensation, organizational structure, and firm equity are key structural challenges for many successful and growing firms. The independent advisory space is a dynamic world, and compensation plans that worked for the firm in the past may not work now to take you to the next level of growth. Many firms get themselves into what we call “trouble mode,” a misalignment of interests of owners and key contributors. 

We work with you to help activate growth and/or rationalize compensation to your strategic objectives. We review and analyze your firm’s current compensation structure and then develop a customized plan. We also can help with key initiatives including better defining a firm’s organizational structure and installing accountability.

logo icon What sets us apart: our comprehensive plans.

We prove our concepts quantitatively through a financial model and provide detailed requirements to implement the plan. We also possess a level of benchmarking data not available through board industry surveys. This expertise results in a plan that squarely addresses your firm’s objectives and takes out the guesswork of building a plan.

Succession Planning

Our knowledge of the challenges of transitioning offers us the perspective and skills to make your succession plan run smoothly. Most significantly, we can efficiently work through the emotions of buying and selling to help ensure that your needs as well as those of your employees are thoughtfully considered. 

Although succession planning often charts a path for departing owners, it also affects business continuity, which may be even more important. We therefore provide feasibility assessments for internal or external succession, structure of terms, a valuation, if necessary, and support in implementing the plan.

logo icon What sets us apart: our proficiency.

Many industry providers offer succession planning services, but few offer our depth of expertise to effectively structure transactions and think through the future implications of the plan.

Strategic Planning

We provide you with experienced insight and collective wisdom to create a customized plan that will transform your practice into a sustainable business or recast your strategic direction. Our detailed strategic plan is based on your firm’s growth goals and serves as the blueprint for building its future. The comprehensive plan delineates a clear and detailed path for growth as well as forecasts the firm’s potential upon implementation. 

We are relentless advocates of the mantra “What is written down gets done.” We believe that any idea without a structure, an owner, and a delivery date is not an actionable plan, it’s just a dream. We often are asked to facilitate partner meetings or act in an advisory board capacity as well. 

logo icon What sets us apart: our creativity.

Our years of experience shaping the future of top advisory firms affords us not only the intellectual capital but also the confidence to think creatively in your best interest.


Retained Services

If you’re not yet ready to invest in a full-time strategic business manager (C-suite president or COO), we offer comprehensive business management services. Your firm can gain seamless access to our expertise – ideas, insight and implementation support – in the following areas at a reduced cost: 

  • Strategic planning
  • Compensation
  • Corporate governance
  • Financial reporting 

logo icon What sets us apart: our comprehensive support.

You can immediately secure an accountability mechanism, a scalable resource to help implement processes, and a long-term thought partner.  


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