Understand your business
We learn about your priorities, circumstances and what would make an opportunity worthwhile.
HOW WE HELP
Understand your options.
Move forward with confidence.
We help you identify relevant opportunities, compare firms and offers, and work through the details from introduction to execution.
OUR PROCESS
From introduction to execution.
Connect and compare
We introduce you to relevant firms and help you evaluate offers and tradeoffs.
Support execution
We help you work through negotiations and coordinate next steps with the parties involved.
Build
A business on your terms.
For advisors choosing where and how to build their business. Compare ownership, independence and operating support.
Start an independent firm
Explore the infrastructure, affiliation and operating support needed to establish your own business.
Join an existing firm
Compare firms where you can serve clients with a different team, platform or ownership arrangement.
Choose an affiliation model
Evaluate the support, costs and responsibilities that come with each model.
Grow
Build the capacity to grow.
Add the people, acquisitions or capital your next stage requires.
Recruit advisors and professionals
Recruit revenue-producing advisors and the salaried professionals your firm needs to grow.
Acquire a business
Explore acquisition opportunities and consider how the clients, people and economics fit your firm.
Raise growth capital
Evaluate capital for expansion, including minority equity investment and its effect on ownership and control.
Partner
Find the right fit for what’s next.
For established firms considering a combination or platform relationship. Find the resources and alignment to support your ambitions.
Merge with another firm
Explore combining complementary businesses, including how leadership, ownership and operations would work.
Find a strategic partner
Consider relationships that add capabilities or distribution while addressing what you want to preserve.
Join a larger platform
Compare platforms and aggregators on resources, autonomy, economics and your role after joining.
Monetize
Realize the value you’ve built.
Explore liquidity, ownership transition and succession on terms that fit your goals.
Sell a minority stake
Explore personal liquidity or business capital while retaining an ownership interest. Control depends on the negotiated terms.
Plan succession
Evaluate internal and external paths for ownership, leadership and continuity for clients.
Sell your firm
Consider a full or majority sale, including payment structure, continuing responsibilities and the transition.
You don’t need to have
the answer yet.
Bring your goals and questions. We’ll help you decide what is worth exploring.