A successful $600 million AUM independent hybrid advisory team approached Bridgemark Strategies at a pivotal point in their business lifecycle. The team had already built a high-functioning business, but questions remained about how to structure ownership, plan for leadership succession, and find the right long-term platform fit across two generations of the business.

We worked with the team to evaluate three distinct paths: changing broker-dealers, starting a new RIA, or partnering with a strategic buyer. Using the Feel, Fit, and Financials™ framework, their goals were clarified across generational lines, they identified must-haves versus can’t-haves, and we helped them evaluate curated solutions without pressure or bias. Ultimately, the team chose a strategic partnership that offered enterprise-level tools, a monetization event for the senior partners, and significant upside for the next generation.

If you’re interested in all the details, you can download the full PDF here.