Elite Consulting Partners
www.eliteconsultingpartners.comElite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.
Read moreElite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.
Read moreCountry
State
New Jersey
Industry
Employees
11-50
Founded
2011
Social
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View all employeesPotential Decision Makers
Vice President Mergers Acquisition
Email ****** @****.comPhone (***) ****-****Chief Business Development Officer , Managing Director
Email ****** @****.comPhone (***) ****-****Chief Operating Officer
Email ****** @****.comPhone (***) ****-****Director of Search , Ria Services , Regional Market Manager , Senior Transition Consultant
Email ****** @****.comPhone (***) ****-****
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