Financial Advisor Mergers & Acquisitions

Our experienced financial advisor merger and acquisition experts can help you determine if selling or merging a practice is right for you. We can also help you through the complicated M&A process to ensure your best interests are upheld. We work with financial advisors, RIAs, and broker/dealers to discover the best opportunities, maximize sale price, improve attractiveness to buyers, and navigate complex mergers. Get in touch today.

The Next Big Step

A sale or merger is among the most significant events for any company. Whether you’re hoping to grow your business, restructure, or sell after years of hard work, you are facing a serious decision with much at stake. Our M&A consultants are here to walk you through the process. We can provide the guidance in evaluating the Feel, Fit and Financials of different buyers while upholding your best interests.

Selling Practices

Are you ready to sell your practice? We can help you understand your options, provide advice to improve valuation, and get you in touch with vetted buyers who are ready to make a deal.

Merging Practices

Has your business plateaued? Are you finding it difficult to scale your business? Finding the right partner can help you drive efficiencies and growth. Let us help you. Leverage or network and research.

Succession Planning

Are you thinking about launching your own RIA or joining an existing one? There are many questions that arise. Let us help you navigate your options to select the right path.