Elite Consulting Partners

Elite Consulting Partners advises financial advisors and the firms that employ them. Most of its work concerns advisors moving between platforms and firms buying or selling advisory businesses.

What Elite Consulting Partners does

• Advisor transitions: coaching and guiding advisors through a move, including comparing platforms and structuring deals.
• Recruiting support for firms: help for firms looking to add advisors.
• Mergers and acquisitions: buying or selling a broker-dealer or registered investment adviser.
• Valuation services: assessing what an advisory practice is worth.
• Practice management and coaching: support for running and growing a practice, plus marketing.

Clients

Wirehouse, independent and RIA advisors, recently departed advisors, and advisory firms, compliance teams and support staff in the financial services sector.