Consulting for the Next Generation RIA
Custom Strategies
Tailored Guidance
Maximum Value
Enterprise Philosophy
It's All About You...
Your business is our business, and every RIA is unique. We believe in making your strategic vision a reality and our experts know just how to do that.
The market is saturated with acquirers offering nothing more than outsized multiples and the promise of financial benefits resulting from economies of scale. Don't let this be YOU!
Our team has decades of hands-on experience in the design, implementation, and execution of effective M&A strategies for RIA's that have resulted in billions of dollars in realized value at sale.
We focus solely on you and your unique value proposition to tailor our M&A consulting and RIA Operations services around your strategic vision. You won't find another firm in the industry that approaches Registered Investment Advisors like we do. You will have a seasoned team of industry experts on your payroll.
What We Do...
Whether you're just starting out, looking to elevate your firm to the next level, or are in need of a turnkey organic growth and acquisition strategy...we've got you covered. Our team's approach is simple, straightforward, and executed in a way that's created billions of dollars in realized value for RIA firms over the past two decades.
ANALYZE: We get to know you, your business, and your strategic vision first. Every RIA is unique and no M&A strategy is a one-size-fits-all solution. We pinpoint your competitive advantage and craft a custom-fit strategy designed to leverage your unique offering.
ADVISE: We deliver a comprehensive playbook outlining the major strategic and tactical aspects of implementing your custom strategy, specifically designed for you and your firm.
EXECUTE: Our mission is to create relationships through transactions. We remain present and available through the execution of your plan. Our promise is to be there in any way you need, every step of the way.
Why Us?
Our Experience
After almost three decades in the industry providing internal consulting for acquiring RIA's, we ended up realizing our dreams by getting acquired ourselves. What we found is that the thrill lies in the journey, not the destination...although the destination is pretty nice too!!!
Now, we share our passion by helping firms like you. Our consulting services are designed to guide and empower your team, and provide them with the tools they need to help you realize your dreams. Talk to us today about how we can support your growth by creating a custom fit and professionally tailored strategy to maximize your firm's value!
Our Approach
Our service includes a comprehensive consult to help craft a strategy. We perform a business analysis to identify gaps and opportunities, and deliver a comprehensive playbook that includes a project plan with timelines, milestones, & cost projections. We also offer a suite of support services that can assist in the execution of your plan, getting you there quickly and smoothly. That’s how we ensure your success.