Focused on helping financial advisors value, protect, grow, and transition their businesses from one generation to the next, our team includes an in-house legal department, financial analysts, certified valuation specialists, and seasoned business consultants—all spanning nearly a century of combined experience.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Enterprise Consulting
- M&A Support + Seller Services
- Merger Services
- Transaction Support
- Valuation Services
- Equity Management Solutions®
- Continuity Planning
- Equitybuilder™ Benchmarking
- Continuity Partner Matching
Sentiment Analysis
Everyone I've ever interacted with has always been professional, knowledgeable and kind.
It's always good to have clients that appreciate you as much as you do them.
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