RIA Strategic Consulting Services

Comprehensive guidance for Registered Investment Advisors in financial and strategic decisions.

RIA M&A Advisory Services - Buy-side

In this highly competitive market, RIA buyers need to to stand out among the crowd to show why their proposed partnership would be best for seller. That means having a clear understanding of your value prop, your points of differentation, and putting forth a compelling price and structure. Our years of experience can help position your firm, craft your offer, and support you through closing.

RIA M&A Advisory Services - Sell-side

Getting the most value for your RIA is important, but finding the right partner for your clients and your team is even more important. Afterall, it's a relationship business based on trust. Our sell-side process begins by understanding your firm and your needs, as you would with your clients, so that we find the best outcome for your firm while maximizing its value.

RIA Valuation Services

Valuations are more than just a number. Yes, they're helpful when planning equity transitions, but they're also a great planning tool for how to improve your business. Evaluating and refining your planned growth, profitability, and client characteristics will hold you accountable for results and deliver enhanced value to your shareholders. Our valuation services will provide clarity on how to improve your firm's value and give a clear, defensible valuation for owners.

RIA Strategic Consulting

RIA owners often need a thought partner to help them identify the right path to follow. What are the risks with each opportunity, and what path aligns best with your firm strengths and culture? Are you structured to support continued growth? The issues can be vast and varied, and solutions must be customized. We have over 30 years of experience advising both major financial institutions and RIAs of all sizes.