Consulting Services

We offer our paid members a complimentary initial consultation.  We want to get to know our members, help them to define their goals and set them on the path to success.  We also create a unique "pitch sheet" for each paid member to assist us in promoting them and their growth or succession strategies. For Advisors seeking more in depth support when either buying a financial practice, selling their financial practice or merging, we offer a customized, consultative process designed to move our members closer to achieving their objectives.

Some of our services include, but are not limited to:

For Sellers (Succession Planning)

  • Creating a comprehensive Succession Plan
  • A complete open book valuation process – access to subject matter experts
  • Deal vetting and negotiation
  • Creating a "pitch sheet" to promote you on social media and through our private channels
  • Sourcing and identifing of a suitable buyer
  • Positioning your practice in a Sellers market
  • Conducting Buyer due diligence
  • Transition planning
  • Risk mitigation

For Buyers (Successor)

  • Positioning your Buyer profile for success
  • Creating a "pitch sheet" to promote you on social media and through private channels
  • Assessing the opportunity - conducting comprehensive due diligence
  • Sourcing and identifying suitable and scalable matches
  • Financing options
  • Deal structuring
  • Risk mitigation

Merging Your Book

  • Identifying types of Mergers
  • Defining motives for merging
  • Creating a "pitch sheet" to promote you on social media and through our private channels
  • Sourcing and identifying a suitable merger partner
  • Benefits of merging a practice
  • Risk mitigation

Transitioning Your Book

  • Identifying suitable Dealers and business models
  • Identifying motives for moving dealers
  • An overview of the transition process
  • Dealer vetting
  • Transition Planning
  • Risk mitigation

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