Transaction Services

Either as a friendly broker or a direct assistant to a buyer or seller, we consult on advisor-to-advisor buy/sell transactions. We facilitate all facets of negotiations between parties seeking to consummate a deal. We are a solution for advisors that are seeking assistance with valuation, transaction structure, and integration. We are an optimal provider when two parties merge and need third party support.

We assist in the creation of the organizational structure of the new entity (if applicable), revise compensation plans, structure terms, and project-manage terms into definitive agreements. We provide an objective valuation of the firm. For advisors seeking support that extends beyond our capabilities, we take the opportunity to make connections between our networks and resources in the industry.