Overview

We specialize in helping financial advisors grow their practice through mergers & acquisitions. Additionally, we help advisors understand the best way to position themselves in order to be both an advocate for and aggregators of the retiring advisor population. Running your business based on your vision for your practice begins with aligning your business with the right broker-dealer for you and your clients which has never been more important. As we begin to witness the largest transfer of wealth/assets ever seen in history, independent financial advisors who align their practice with M&A-friendly Broker-Dealers enable them to bring the resources of a multi-billion dollar organization to bear on the growth of his or her private enterprise. Instead of adding individual households, you can acquire entire books of business that directly add to an independent financial advisor's personal balance sheet. All information and comments are provided for current, informational purposes only.