Consulting Services


Launch Pad – Business Start-Up

Launching an independent practice or RIA? Re-evaluating your existing infrastructure? Let us focus on the business side of the business while you focus on your top priority, your clients. With support in the areas of Entity Structure, Compensation Plans, Real Estate, Insurance and Benefits, and Operations, we ensure you cover all of your bases.k11119595

  • Affiliation & Business Model Analysis
  • Business Entity & Firm Equity Structure Consultation
  • Compensation Structure & Benefits Analysis
  • Real Estate, Insurance, Benefits, & Operations Consultation


Succession Planning 

Succession Planning is a process, not an event. By providing a framework for evaluating your options, and the support to execute on your desired strategy, We ensure that you have the opportunity to transition on your terms.Blog-pic

  • Business Continuity Planning
  • Comprehensive Long Term Planning
  • Internal Succession Transactional Support
  • Successor Compensation Plans & Path to Ownership


Experienced Advisor Recruiting

To attract the industry’s top advisors, you must have complete clarity in your vision and discipline in your approach. As an extension of your recruiting team, we help in articulating and packaging your value proposition, evaluating affiliation models and compensation structures, and provide the tactical support to close the prospect.How-to-Start-a-Job-Recruiting-Business

  • Business Model & Profitability Analysis
  • Retained Seller Search
  • Packaging & Value Proposition Consultation
  • Recruitment Support & Assistance

M&A Support 

From the first meeting to the closing table, our team serves as an advocate for our client, providing support in the areas of due diligence, business valuation, deal structure, and financing while working hand in hand with your team of CPAs and attorneys.Acquisition

  • Due Diligence Support & Analysis
  • Business Valuation & Benchmarking
  • Deal Structure Modeling & Financing Partners
  • Consultation with Independent Counsel on Contracts & Agreements
  • Consultation with CPA’s on Tax Impact
  • Strategic Transition Planning