Mergers & Acquisitions

Succession – Buy – Sell – Merge

Advisorbox believes that buying, selling or merging your financial firm has as much to do with connecting the right people at the right time as it does with maximizing value.

Advisorbox connects and consults with RIAs, wealth and investment management firms and advisors interested in buying, selling or merging a financial firm.

From initial succession strategy and development, through to the consummation of the acquisition or merger, we're dedicated to your success, every step of the way.

If you're serious about buying, selling or merging, or are one of the advisor majorities who do not have an adequate succession plan currently in place, contact us today to discuss the custom solutions.

Advisorbox Solutions:

Succession

  • Goal-Centric Succession Strategy
  • Succession and Transition Preparation
  • Timeline Development and Execution

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Buy

  • Accelerate Expansion Goals
  • Best Practices for Acquisition
  • Advisor Tuck-in Recruiting and Consulting

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Sell

  • Firm Sales
  • Business Valuation and Support
  • Planning, Strategy, and Sales Implementation

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Merge

  • Advisor-to-Advisor Consolidation Matchmaker
  • Business Growth and Increased Margins
  • Evaluate and Connecttions with Like-Minded Advisors

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