Specialized Services

Since our inception in 2004, we have helped a number of businesses navigate a wide range of seasons and transitions, including preparing for a merger, working through an acquisition, the combining of two firms, among others. Firms that find themselves in times of transition, always benefit from an objective outside perspective, especially when there tends to be so many unexpected developments along the way. Our combination of business expertise, in conjunction with our past experiences help our clients work their way through both the expected and unexpected that accompany significant change.

Transition Planning

There are a wide variety of motivations that lead Wealth Management Firms into a season of transition. These transitions can materialize through an acquisition, merger, or sale. They can also show up in the form of a generational transfer, a key leadership change, or the expansion of the leadership team. Our deep base of business-based experience has uniquely prepared us to provide wisdom, guidance, and an objective perspective in seasons of change. Before, during, and after the transitions have occurred.

Succession Planning

Succession Planning is a popular topic within the Wealth Management sector, as it should be, given the average age of firm owners. Whether the succession plan includes a family member, grooming someone from your existing team, or tapping someone from the outside, we are available to help our clients work their way through this delicate process, filled with potential pitfalls. If there is ever a time that an unencumbered, objective outside voice is valuable, this is it. We ask the tough questions, help bridge communication gaps, anticipate blind spots and say what needs to be said, not just what the parties want to hear.

Strategic Planning

We have developed an effective Strategic Planning process for Wealth Management Firms that helps them look at their firm, and their future, in a way that helps them make better quality decisions and think about their future more creatively. Our integrated approach is one of the most important aspects of our process, which looks at how every component of the firm connects or are currently disconnected. Our clients tell us that they appreciate how our process brings clarity, provides a framework for future decisions, unifies their team and helps provide a structure to work on their business and not just in it.