Succession & Partnership Planning
Our M&A experts can help you with your succession plan or determine if selling all or part of your business/merging your practice is right for you. The M&A process is complicated; understanding your options and ensuring your values and goals are upheld is key. We work with financial advisors, RIAs, and broker-dealers to discover their best opportunities, maximize valuation, improve attractiveness to buyers, and navigate complex mergers. And we can do that for you.
It’s a Big Step. Be Sure You Have the Right People Beside You.
A sale or merger is among the most significant events any company or owner will experience. Whether you’re hoping to grow your business, restructure, or sell after years of hard work, you are facing a serious decision. There’s a lot at stake and it is often an emotional time. That’s why our M&A consultants walk our clients through the process from beginning to end. Having specialists in your corner to provide guidance and expertise and to just talk with or bounce ideas off of is imperative to a successful outcome.
Succession Planning
Preparing clients for retirement is what you do best. Have you made provisions for your own? Clients need to know there’s a plan for when you retire, or should you become unable to continue working. The expert consultants at Bridgemark Strategies can assist with financial advisor succession planning to help you increase the value for your business and ensure stability for your clients.
Wirehouse Advisors Considering a Retire-in-Place Program (Sunsetting)
For wirehouse financial advisors planning to leave the business, taking advantage of their firm’s retire-in-place programs (aka “sunset program”) is the path of least resistance. It allows them to monetize their book of business, while transitioning clients to a younger advisor in the firm. However, this approach can be costly. Valuations are trending higher due to consolidation within the wealth management industry – a trend that is not captured in sunset programs. It may make sense for advisors considering retirement to shop the market. With an investment of time and effort, wirehouse advisors can transition to the independent channel and truly take control of their timeline, business model, monetization, and successor. With the right partner, the complexities of effecting a transition are greatly reduced. The team at Bridgemark has helped hundreds of wirehouse advisors research their options and make an informed decision that’s best for themselves, their families and their clients.
What Bridgemark Brings to the Seller’s Table
Bridgemark delivers an end-to-end M&A solution for independent financial advisory businesses as well as small- to mid-sized independent broker/dealers and RIA firms. We provide a highly customized evaluation and search process to identify potential partners that create long-term value for all parties.
Discovery & Evaluation
Through our extensive network, we can help you identify and evaluate the best opportunities for your needs.
Deal Curation
Once we have narrowed down to the best opportunities, we can work on your behalf to curate and negotiate deals, leveraging our deep industry knowledge and over 200 years of collective experience.
Consulting
Our financial advisor M&A experts can advise on buyer differentiation, pricing, transaction terms, market trends, and more. We’ll serve as your dedicated partners throughout the entire process.
Pragmatic Approach
Mergers and acquisitions can be stressful. We’re here to help you throughout the process so everything stays on track.
Let’s Get Started
Our financial advisor merger and acquisition consultants are ready to help you with the next phase of your business. Contact us today to schedule a confidential, no-obligation consultation.
