Strategic Consulting Services

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

M&A Advisory Services - Buy-side

In this highly competitive market, new buyers of RIAs may need guidance about how to stand out among the crowd of buyers and how to price and structure an attractive offer. We can help position your firm, craft your offer, and support you through closing.

M&A Advisory Services - Sell-side

Getting the most value for your RIA is important, but usually not as important as finding the right buyer for your clients and your team. 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.

Valuation Services

Knowing the value of your firm isn't simple math. It's more complicated. Your growth, profitability, and client characteristics all play a part, so two liked sized firms may have very different values. Our valuation services will provide clarity on how to improve your firm's value and give a clear, defensible valuation for owners.

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.