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.