Guiding Financial Advisors to their Ideal Firm
Real-World Advisor Experience, Extensive Network, and Deep Market Insight
Guiding Financial Advisors to their Ideal Firm
Real-World Advisor Experience, Extensive Network, and Deep Market Insight
Your Personal Guide!
"I've helped hundreds of advisors successfully transition to new firms, launch their own firm, or plan their exit strategy, saving them valuable time, energy & resources!"
- Maria Kutscher, CFP®, CFA®, CPWA®, CEPA®
How it works
1) Plan Your Journey
3) Avoid Delays & Hazards
1) Plan Your Journey
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.
2) Map Your Course
3) Avoid Delays & Hazards
1) Plan Your Journey
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, required solutions, capabilities, and support systems.
3) Avoid Delays & Hazards
3) Avoid Delays & Hazards
3) Avoid Delays & Hazards
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, money and energy so that you can devote this time to running your practice.
4) Arrive Safely
3) Avoid Delays & Hazards
3) Avoid Delays & Hazards
We assist you in negotiating the best terms, accept the right offer and help you arrive at your perfect destination.
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.
Why Club Level Consulting
Choosing the right firm is one of the most important decisions you'll face in your career, but...
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:
- Ask the right questions
- Save time and energy
- Narrow down your options
- Negotiate the best deal
- Select the right fit
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.
Break-Away Advisor Consulting
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.
Sell-Side Advisory and M&A Consulting
We connect advisors with a broad network of qualified buyers — including private equity firms, M&A advisory groups, RIA aggregators, and broker-dealers with competitive book-buying programs.
Beyond connecting you to the right buyer, we provide hands-on coaching to help you maximize enterprise value before a sale. Through our Value Acceleration Framework, we guide advisors in improving profitability, operational efficiency, client segmentation, and recurring revenue — the key drivers that increase valuation multiples.
