Advisor Services

Succession Planning

Create a sustainable business that lasts beyond your lifetime. We'll help you build a multigenerational team that can support your clients for years to come.

Enterprise Consulting

Optimize your practice to power both top-line growth and bottom-line profitability. Customized to your needs, we create a roadmap for your future success.

Practices for Sale

Browse our open-market practices currently for sale. A free or paid membership is required to inquire.

Valuation Services

A formal valuation is the first step in any growth or exit strategy. Using our comprehensive, proprietary database, we deliver accurate, market-based estimates of value.

M&A + Seller Services

Our experts facilitate both open-market and private listings. We'll help you find the perfect acquisition partner and guide you through the process.

Transaction Support

For buyers and sellers who have already found each other, our industry experts provide personalized, non-advocacy support to complete your deal.

EquityBuilder™ Benchmarking

Gain insight by comparing your firm's performance data to that of your peers, as well as to firms twice your size.

Continuity Planning

Protecting the value of your practice is an essential step in properly managing your largest asset. Be sure your clients, family and practice are taken care of.