We first take time to get to know you—your goals, needs, and wants. What does your ideal practice or exit look like?
We then educate you on the industry landscape and your options, and help you map out the best course based on your timeline.
We work together to narrow down the list of dozens of options to only the most promising opportunities that align with your vision.
We'll then assess key factors like culture, compensation, growth opportunitiesm and support systems.
With expert guidance, you’ll gain a solid foundation, ensuring you remain steady and confident as you ask the right questions.
We help you steer clear of hidden hazards along your journey, saving you time and energy so that you can devote this time to running your practice.
We assist you in negotiating the best terms by acting as your trusted guide throughout the entire process.
From compensation packages and benefits to transition support and long-term incentives, we ensure that every detail is aligned with your professional goals and personal needs.
For many advisors, this can feel like uncharted territory. However, when you choose to work with us, we will dedicate significant time to understand you, your ideal business, and your goals. We’ll ask challenging questions and provide clear answers that are essential for your business's success. By partnering with us, you'll gain the knowledge to:
Importantly, we don’t represent just one or a few firms; we work with 50+ wealth management firms - wires, IBDs, boutiques and RIAs - each offering unique value propositions. Once we identify your "must haves" from your "nice to haves," we can collaboratively narrow down the options to the firms that will best serve you, your clients, and your team.
We assist advisors in finding their ideal practice, whether that involves transitioning to another wirehouse, joining an independent firm or boutique, or moving to an RIA platform.
We partner with over 50 firms in the industry and do not operate on a retainer basis with any of them.
This allows us to remain objective in presenting the best firms to align with the goals of the advisors we serve.
Whether you're a few years from retirement or actively growing your business, we have a broad network of potential buyers and sellers—including private equity firms, RIA aggregators, and broker-dealers with competitive book-buying programs.
There is no fee to value, list or sell a book. For buy-side or merger opportunities, our service fee is customized based on the transaction and may be shared between the buyer and seller.
We recruit on behalf of more than 50 firms across the industry—including broker-dealers, boutiques, RIAs, and custodians.
Our agreements are contingency-based, meaning we only earn a fee when your firm hires one of our candidates. There is no cost for introductions alone.
To maintain objectivity and ensure the best advisor-to-firm matches, we do not work on a retainer basis.
