ACQUISITIONS & SUCCESSION PLANNING YOUR FIRM'S NEXT CHAPTER
Whether buying, selling or planning your legacy, we help guide companies through smooth, strategic transactions.
WHO WE RECRUIT
BUY-SIDE ADVISORY
Looking to grow through acquisition? We help you identify strategic opportunities, conduct thorough due diligence, structure deals and manage the integration process.
SELL-SIDE ADVISORY
When it’s time to sell, we help you prepare your firm to maximize its value. From valuation and marketing to identifying qualified buyers, we manage the process to secure your legacy.
SUCCESSION PLANNING
We work with you to develop a comprehensive succession plan that helps ensure client continuity, preserves your firm’s culture, and meets your personal financial goals.
A STRATEGIC APPROACH TO SUCCESSFUL TRANSACTIONS
1. INITIAL ASSESSMENT
We understand your strategic goals, financial objectives and ideal outcomes. This foundational step helps ensure our entire strategy aligns with your vision.
2. MARKET MATCH
Leveraging our extensive network, we identify and vet potential partners who align financially and culturally. For sellers, we position your firm to attract the right buyers.
3. DEAL STRUCTURING
We help provide professional guidance through the complexities of negotiation. Our team helps structure a deal that protects your interests and facilitates a smooth closing.
4. TRANSITION SUPPORT
Our partnership extends beyond the closing table. We provide support and resources to help ensure a successful integration, helping you manage client communications and operational transitions.