2024 Advisor M&A Review Thank You
Watch the Replay Seller Resources For Advisors Seeking AcquisitionsPractice Acquisition Checklist → For Growth-Minded AdvisorsGuide to Increase the Value of Your Business → Buyer Resources For Advisors Preparing to Sell or Transition5 Things To Do Before You Sell Your Business →
IMPACT®2024
Meet Our Team Nicole Sinclair Craig Chanti Sabrina Powell We enjoyed seeing you this year! Your business goals remain top of mind as we enter the new year. From equity sharing to succession planning, our team is here to help you navigate any complexities you’re facing. Click below to schedule a call with our team! You can also download our 2024 Advisor Mid-Year M&A infographic here. LET’S TALK Major Decisions, Massive Expertise Valuing, growing, and transitioning a business isn’t simple, but it doesn’t have to feel overwhelming. We unravel the complexities, bringing all the necessary disciplines (consulting, industry expertise, legal, tax) together as a unified solution, leading with education and clarity so you feel confident and empowered to make the best decisions for your business. LEARN MORE Gain Total Firm AlignmentEquity sharing is a formidable strategy for aligning next generation owners and top talent with your firm’s goals. Implementation can take several forms, and we’re masters in crafting and executing plans that minimize risk and maximize rewards.Click HereFind The Right PartnerAs an owner, you need an ideal match to propel your firm forward and secure your legacy. Whether merging, selling or creating an internal succession plan, you have options, and we can help you pick the best one.Click HereDiscover Solutions for GrowthFrom entity design to acquisition prowess, we’re masters of business foundations. We always start with a valuation and then optimize your growth strategy, working hand-in-hand with you every step of the way.Click Here Previous slide Next slide Let’s Talk About You & Your Goals Whether you’re looking to grow, find a partner, or sell your firm, we’re here to help! LET’S TALK
Future Proof 2024
Watch: Mid-Year M&A Update Ready to Grow? How to Share Equity:Register for This Webinar → Preparing to Acquire:Practice Acquisition Checklist → Planning for Succession:Succession Readiness Guide → Exploring Value Drivers:Guide to Increase the Value of Your Business → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
