Elite Consulting Partners

Elite Consulting Partners

金融服务

Moorestown,NJ 1,959 位关注者

Understanding Your Needs and Delivering Results.

关于我们

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. Our industry-leading staff 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 due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.

网站
https://www.eliteconsultingpartners.com
所属行业
金融服务
规模
51-200 人
总部
Moorestown,NJ
类型
私人持股
创立
2011
领域
RIA Consulting、Advisor Transitions、Advisor Recruiting、Broker-Dealer M&A、Break-Away Advisors、RIA Roll-ups、Outsourced BD Recruiting、OSJ Roll-ups、Terminated Advisors、Expert Witness Services、RIA Roll-ups、Custodian Consulting、Technology Consulting Services、BD Start-up Services、RIA Start-up Services、Deal Negotiations、Transition Consulting、Wire-House Firms、Regional Firms、Independent Broker-Dealers、RIA's、OSJ's、Custodian Changes、Clearing Firms、Clearing Firm Changes、Succession Planning、Practice Growth Strategies、Internal Recruiting Team Coaching、Recruiting Process Development和Branch Manager Development

地点

  • 主要

    301 North Church St.

    Suite 226

    US,NJ,Moorestown,08057

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