We are here to work with wealth management firms contemplating partnering (normally via acquisition) with a larger organization. We are hired by the top firms in the country to help find partners (potentially you) who align to their unique culture, economic model, and values. We manage a very thorough process that has resulted in ~60+ successful transactions. Our approach represents a new avenue for buyers and sellers to navigate this complex and emotional transaction... Let's chat>>>https://meetings.hubspot.com/allen-darby