Advisory firms should be purchased and sold on a “win-win” basis in order to achieve a strong transition rate of clients and assets to the new owner. It is ultimately best for the clients. Regardless who our client is, we are always advocates for the “win-win.”

- Casey Corrie, President

We are a unique consulting firm servicing the investment and wealth management arena. We assist advisory and investment management firms to grow through inorganic means, employing our 27-year history in consulting, and a deep understanding in all facets of practice management, succession planning, and growth strategies.

We are the creators of The Empathetic Buyer™ Process for merger and acquisition of advisory practices and firms, or to implement continuity and succession plans.

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