You’ve built a successful business. Now it’s time to make sure that you reap the maximum rewards with the right succession plan.
At Mark Elzweig Company Ltd, we help wirehouse, regional, and independent advisors explore every option — objectively, confidentially, and strategically. We’ve spent 40 years helping leading advisors to make their smartest career moves. And now we are here to help you with your most important transition of all.
Succession planning is no longer one-size-fits-all. New deal structures can help you protect your clients, unlock value, and either exit after a short-term commitment or stay engaged as long as you like. Here are three of the different kinds of opportunities we’ve connected our advisors to:
Monetize part of your business today, keep working with your best clients, and grow with a strong partner. Later — at a time of your choosing — sell the remaining portion of your business, and likely at a higher valuation. That’s the result of leveraging the resources of a partner who is committed to your success.
Sell a portion of your cash flow at an accelerated rate while becoming a stockholder in a larger RIA enterprise. When your partner firm is acquired, you’ll be able to sell more cash flow at the turbo-charged enterprise multiple.
If you are a fast-growing independent firm advising a significant amount of client AUM, you may be able to sell your firm at an enhanced multiple of EBITDA. You can continue to operate under your own brand while you access the scale, technology, and capabilities of a larger platform. Continue working as long as you wish.
An ever-broadening array of industry options __some backed by private equity – have transformed the advisor succession planning landscape. As a well-known and highly regarded recruiting firm, we stay ahead of every new development so that we can give you timely information to help you make the right decision.
Every advisor’s situation is unique. Let’s explore what’s possible — confidentially, with no pressure. You’ll leave the call with clear next steps and a realistic sense of your firm’s value and range of options.