We specialize in helping advisors in two major areas of succession planning: growing through mergers and acquisitions (M&A) and developing succession or exit plans.
If you are looking to grow aggressively through M&A, we can be a resource to help you identify opportunities, structure deals, as well as assist in financing. Likewise, if you are looking to develop a succession plan or exit plan, we can assist with formulating buy/sell agreements, identifying potential successors, and selling your practice at full valuations whether you are ready to exit the industry or retire.
We have been on both ends of succession and exit planning. With a five-person ownership group ranging in age from early 30s to mid-60s, we have seen our own growth through internal succession/buy-ins as well as mergers, bringing a depth of firsthand experience to share with you.
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