Elite Consulting Partners

• Business Services Merger & Acquisition Services Acquiring a Broker-Dealer or RIA Selling a Broker-Dealer or RIA Valuation Services Practice Dynamics
• Merger & Acquisition Services
• Acquiring a Broker-Dealer or RIA
• Selling a Broker-Dealer or RIA

It’s Your Move, Make it With Confidence.

Knowledge and skill are but pawns to use in the larger game

Strategy And Mindset Are Keys

Success comes through seeing that big picture and making the right next step

The Right Team Insures The Right Outcome

Gather the resources and insight which will guide your course Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry

At Elite Consulting Partners, we believe your needs and the needs of your advisors are of utmost importance Our value-add is based upon our deep understanding and relationships within… Financial advisors and RIA’s are always searching for ways to enhance their client experience, gain greater control of their practice, maximize the value of their business, and optimize their growth

Make Your Best Move!

Let us help you with your next move because

a good partner is critical to your success. Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry

We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients We ensure our clients’ objectives and goals are realized during their duediligence and transition process

Frank LaRosa Founder/Chief Executive Officer Business Consultant & Transition Expert Elite Consulting Partners consults with financial advisors that have been recently terminated by their broker dealer… Financial advisors and independent RIA/Hybrid business owners are continually exploring options to enhance their client experience,… WHAT WE CAN DO FOR YOU

Valuation & Deal Services

Elite Consulting Partners consults with financial advisors and teams that are contemplating a transition to a new broker-dealer, rolling into an RIA, or succession planning

Broker Deal & RIA Services

At Elite Consulting Partners we believe your needs and the needs of your advisors are of the utmost importance Our value-add is based upon our deep understanding of and relationships within the financial services ecosystem, … Elite Consulting Partners consults with financial advisors to explore transition opportunities within the wirehouse, regional, independent, and registered investment advisor (RIA) platforms

Financial advisors and RIA’s are always searching for ways to enhance their client experience, gain greater control of their practice, maximize the value of their business, and optimize their growth

ADVISOR TALK WITH FRANK LAROSA Created by Elite Consulting Partners President and CEO Frank LaRosa to give guidance and advice on a host of different topics all centered around the financial advisor, RIA, and other practitioners