The Marketplace for Investment and Financial Advisers
Buy, sell, merge, or create a succession plan.
Choose the Solution That Meets Your Preferred Approach
Do-it-yourself, or let our consultants guide you.
When You Are Ready to Close, We Are Here to Assist You
Our experts will help you reach your objective.
Whether you're looking to buy, ready to sell, or in need of a plan,
we have solutions just for you
Let our consultants help you determine the solution that best suits your needs and objectives.
Looking to Buy
Having the right deal flow can make or break your ability to successfully complete an acquisition. But for most buyers, it can be overly challenging to identify and engage with good candidates for a potential purchase. With our buyer services, we'll help you improve your deal flow and boost your chances of success.
Ready To Sell
Do you have an advisory firm or practice you are ready to sell in the near future? We help you identify and connect with an ideal buyer, with two primary service options based on your preferred method of sale. Choose from our free DIY solution and our Seller Assist service, which delivers guidance and support throughout the entire process.
In Need Of A Plan
Creating a succession plan for your advisory firm or practice allows you to gain control over how you slow down and eventually exit the business. Identify your ideal succession partner through our free DIY platform—or have one of our experienced consultants help you create and implement a customized succession plan.
Expert Guidance and support
when you need it
Choose from the services below to learn more.
When it comes to documenting your purchase or sale transaction, you don't need to reinvent the wheel. We provide you with industry-specific documentation and guidance that allows you to close your deal as quickly and efficiently as possible.
Contingent Succession Plan
Everyone needs to plan for the unexpected, especially when operating a business. We’ll help you ensure the continuity and value of your firm or practice with a comprehensive contingent succession plan that covers all of your needs and concerns.
Knowing what your firm or practice is worth in advance gives you a leg up when seeking a buyer. We take into account a wide range of factors that will help you better understand and realize the true value of your business in the marketplace.