We’ll work to understand your goals and objectives, your values, how you built your business and your vision for the future. We’ll then share our vision, how it aligns with your goals, and how we can best partner with you and other like-minded professionals to build a successful long-term business.
Once we’re aligned on values, vision and objectives, we’ll focus on deal structure and long-term priorities built around four fundamental objectives:
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Offeringa competitive valuation for monetizing the business that you and your team have built.
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Providingowners and key employees with an opportunity to maintain an interest in the long-term success of the larger organization.
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Collaboratingwith partners to build a culture that empowers your existing team to grow, thrive and participate in the organization’s continued success.
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Ensuringyour clients continue to benefit from the highest fiduciary standards while also enjoying the accretive benefits of expanded subject matter expertise and the additional value-added services that come with a larger enterprise.
Transcendent mindset.
The independent RIA space continues to be the fastest growing segment of the financial services industry, consolidating at a record pace. Keeping up with this landscape requires strategic change and a vision that goes above and beyond. Where many others are focused on the short term and see only dollars and cents, we look further and see opportunity grounded in talent and relationships. Simply put, we are building for the next generation, not the next transaction.
We believe that successfully meeting the needs of current and future clients requires long-term commitment to attracting and developing people. It requires collaboration, diversity of thought and a pledge to work together to develop a platform focused on driving scale and efficiency so client-facing professionals can invest in what they do best: serving clients. It also requires a business model in which the entrepreneurs of today and
tomorrow are granted the opportunity to succeed.
We’ve been serving this industry for nearly 40 years. And we can say with assurance that, yes, there is a transition in your future. Taking the time—now— to realize the benefit of what you have built is important. Equally important is the future of your organization and your team, as well as your ability to deliver on the commitments you have made to your clients. Preparing for this transaction is about your future partners. It’s about providing an opportunity for aspiring leaders and entrepreneurs, meeting the growing needs of your clients, and continuing to operate in a culture that allows you to do your best work.
Our firm was founded on trust and a reputation that has been built over a combined four decades of being in the people and relationship business and excelling in the RIA industry.