Next Generation Consulting
Helping advisors realize their independent firm vision.
- Support building your firm enterprise value with valuation and benchmarking resources.
- Achieve a long-term vision of growth and efficiency through innovative practice management technology.
- Access to client experience techniques utilizing innovative and adaptive workflows.
- Deal structuring & financing guidance for the purchase of sun setting advisor practices.
- Consultation resources for business formation, firm structure and compensation planning.
- Succession and exit planning through partial and full acquisitions. Advisors can define how and when they want to exit their business.
- Support sourcing and onboarding additional advisors creating pathways for career and talent development.
- Educational content and resources including investment market updates, annual advisor conference and peer-to-peer networking.