New affiliation models, private equity investment, consolidation, succession challenges, and evolving advisor expectations have created more choice than ever before in the broker-dealer and RIA marketplace. As a result, the number of advisors open to a firm change has steadily increased year-over-year for the past decade. But more advisors on the move doesn’t mean there’s less complexity to the process. The reality is, every transition is different. Your business, your firm and your clients are unique to you. Together, we approach the search process with your goals at the forefront. Whether you’re moving for better economics, exploring independence, changing platforms or starting your own RIA, I’ll work with you every step of the way to help you make informed decisions and minimize mistakes.

A sale or merger is among one of the most significant events any advisor or business owner will experience. Whether you’re looking to merge to grow your business, restructure, or walk away after years of hard work, you are facing a serious decision. I understand the emotions involved in a decision like this, which is I walk through the process with you from from beginning to end. Having someone in your corner to provide guidance and expertise and talk with or bounce ideas off of is imperative to a successful outcome. Much like a firm transition, working with the right partner throughout the process can make all the difference.