Outsourcing Solutions for Advisors

Merge

Advisorbox provides matchmaking and intermediary support for advisors seeking to connect with other advisors interested in merging practices and/or consolidating expenses.

Merge your practice and take on an equal, senior or junior partnership, or simply share the cost and utilization of office space and resources. Our advisor merger matchmaker solution connects advisors with like minded advisors or teams looking to merge.

Key Reasons to Merge:

  • Share Expenses and Resources
  • Partner Portfolio Managers with Asset Gatherers
  • Combine Amicable Personalities and Skill Sets
  • Find Your Future Successor Partner Now

Advisorbox Solutions for Mergers:

  • Advisor-to-Advisor Consolidation Matchmaker
  • Match Advisors for Partnerships
  • Help Evaluate and Connect with Like Minded Advisors
  • Intermediary Consulting Services

For more information, contact Advisorbox today.