NICE TO MEET YOU
We acquire firms or advisors looking to retire or change careers with $100m AUM or less.
If you are looking to sell your firm, retire, or change careers we specialize in creating fast and flexible win/win deals.
To find out if we are a potential fit schedule a 15-30 minute introductory conversation.
Schedule an Appointment
We developed a
Stress-Free, 4-Step System,
that allows you to retire with confidence knowing your clients are in good hands.
STEP 1: ARE WE A GOOD MATCH?
Our first step is all about getting to know you and your unique needs. We'll explore the types of clients you have and determine if we're the right fit to serve them. This initial alignment ensures a successful partnership from the get-go.
STEP 2: DISCOVERY, DETAILS & TIMEFRAME:
In this phase, we dive deep into the details. We'll conduct a comprehensive discovery process to understand your financial situation, goals, and aspirations. This step sets the foundation for a customized plan that suits your specific needs. Next up, we'll discuss your timeframe. Are you looking to sell soon, or is your horizon further down the road? Understanding your desired timeline is crucial as we tailor our strategies accordingly.
STEP 3: OFFER:
Once we've gathered all the necessary information, we'll present you with a tailored offer. This offer encompasses a strategic plan that aligns with your goals and reflects our commitment to your financial success.
STEP 4: ONBOARDING, LEGACY & A SMOOTH TRANSITION:
After acceptance, our offer, the onboarding process kicks into gear. This step involves all the necessary paperwork, account setups, and introductions to our teams.
We understand that your legacy is important. During this step, we'll work closely with you to ensure that your legacy is preserved and that our combined actions align with our shared values.
Lastly, we'll guide you through a smooth transition. Whether you're retiring, passing the torch, or simply seeking a change, our team is dedicated to making this transition as smooth as possible.
In the end it all comes down to people.
In the Midwest, we believe in the power of community, integrity, and relationships. By selecting a Midwest-based firm, you are choosing to transition your clients to people rooted in these values.
We provide local expertise, personalized attention, with second to none client commitment. You can rest assured that you have left your clients in capable hands.
The definition of a great legacy for a financial advisor.
"A great legacy for a financial advisor is built upon a foundation of trust, integrity, and unwavering dedication to their clients' financial success. It is the imprint of a professional who has not only provided sound financial advice but has also empowered clients with knowledge and confidence in their financial decisions.
This legacy is measured not just by the growth of clients' portfolios but by the security, peace of mind, and financial empowerment they have instilled in their clients. It's a legacy of financial education, tailored strategies, and a steadfast commitment to helping clients achieve their goals and dreams.
Ultimately, a great financial advisor's legacy is a lasting tribute to the lives they have positively impacted and the financial legacies they have helped their clients create."
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