Initial Discovery: Basic demographic data
Letter of Intent: Agreement to move forward
Due Diligence: Both parties
The best firms are tech driven and average 12% organic growth.
Referral Network: Use our partners to develop CPAs and Lawyers
Client Segmentation: Defined plan by segment, by client
Event Planning and Management: Our inhouse Marketing Team
Product Expansion: Where and when appropriate
So what are the risks of doing nothing?
Qualified Buyers: How many are there, what is their appetite
Client Fatigue: Clients aging with advisors, generational transfer risk
Market Multiples: Cycles come and go, this one is old
Compliance Burdens: Requirements and costs will continue to rise
Technology Challenges: Always playing catch up, value erosion
Our goal is excellent client service and client “peace of mind”.
We have developed and refined a process that includes all options.
Benefits of Scale
Upgraded Branding and Marketing
Capacity to Assume Additional Clients
Concrete Growth Drivers
A leading specialist law firm reported doing over 100 deals last year.
They break the market into 3 categories: Transactional, Fee Based, Hybrid.
They are reporting a large divergence in valuation as the market evolves.
Fee-Based businesses in 2018 ranged:
Earnings Multiples 4-9 times
Revenue Multiples 1.5-2.7 times
Transaction-Based businesses have been trending down:
2015 1.1x Revenues
2016 1.0x Revenues
2017 0.7x Revenues
Our ability to bolt on $15-30mm strategic opportunities is unique.
Benefits all parties
Strengthens the financials
Diversifies the book
Leverages the talent pool
Working with an experienced partner, we provide the solutions to the concerns every advisor is looking for.
Creating Succession plans to transition your business and provide a cashflow stream on the business you have spent decades building.
Build an acquisition-oriented practice to grow your business.
Tech platform, back-office support, marketing
M and A, succession contingency, Valuation, Deal negotiation, deal structure Post transition help
Helping you Grow your business
Inorganic i.e., acquisition is cheaper and faster to reach critical mass.
Organic is still the baseline but slower.
Salesforce technology partnership
We build, maintain, and help manage your data to provide a higher level of client service. But also provide the ability to analyze client information to help develop a strategy to service the client better in the future. Data management is the core to better service, but also marketing to current clients and prospects. This is a tool we do not see most firms have in place. The faster growing firms invest more in technology and that investment leads to higher valuation in the future.