Who We Are

Focused on helping financial advisors value, protect, grow, and transition their businesses from one generation to the next, our team includes an in-house legal department, financial analysts, certified valuation specialists, and seasoned business consultants—all spanning nearly a century of combined experience.

What We Do

Using a full-service, concierge approach to supporting advisors during key points in their life cycle, our comprehensive and customized solutions enable wealth managers to achieve their goals for mergers & acquisitions, enterprise development, valuation, and growth.

20 Years of M&A

With innovative financing and a non-advocacy method of facilitating internal and external sales of Registered Investment Advisors, Registered Representatives, and independent insurance businesses, we’ve helped create hundreds of enterprises of enduring value.