OUR SERVICES:
Transitions:
Transition planning | Transition execution |Consulting for pre-transitional plans | Wire to wire transitions | Transitional economic comps |B/D to independent transitions | RIA transitioning |
RIA/Independent firms:
Mergers and acquisitions | Growth strategy consulting | Recruiting systems |Starting/joining/selling an RIA| Technology for lead generation, tuck-ins, rollup sourcing, and startups
Coaching:
Succession planning | Next-generation hiring | Complex team mergers | Business practice management systems | Consulting for individual advisors looking to team up or transition | Staffing consultations (we are constantly reviewing revenue per CSA ratios across the industry to assist you in your transitional staffing)
Best in-class options: Rockefeller Capital Management, Goldman Sachs Asset Management, Morgan Stanley Wealth Management, RBC, First Republic Private Wealth Management, Jefferies Wealth, Focus Financial Partners, OneDigital, Tru Independence, Venture Visionary Partners, Arkadios Capital, and more.