Awards & Recognition
22+
Number of Years Serving RIAs & Financial Advisory Firms
1500+
Financial Advisory Firms Served Since 2003
Five-time award winner (2007-2019) of the Top 25 Most Influential in financial advisory.
Angie Herbers named Consulting Executive Women of the Year in 2023.
M&A, Behind the Scenes: Drive Transformation, Optimize Your Liquidity
At Herbers & Company, our M&A work happens quietly, behind the scenes, and within the walls of firms pursuing M&A growth strategies. We guide firms through the complexities of mergers, acquisitions, and internal transitions long before a deal is ever on the table.
Our approach is designed to lower the long-term cost of selling or acquiring a firm, expand your valuation, ensure you’re ready for a transition, and help you integrate seamlessly after acquisition. Whether you’re evaluating growth opportunities, preparing to sell, or navigating a post-transaction integration, our consulting spans the entire M&A journey.
Consulting Services We Offer:
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Non-exclusively, we assist you in acquiring or merging to enhance operations, market presence, and/or provide founder and partner liquidity.
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Our inorganic growth strategy development process is designed for buying firms who want to layer M&A into their overall growth plans, aligning acquisition opportunities with long-term visions.
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Customized to your unique goals, our three-month M&A Readiness engagement equips you with financial analysis and advice to explore all options available to you. Ideal for both buying and selling firms.
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Our post-acquisition integration services align teams, systems, and client experiences to ensure a smooth transition and unlock growth potential.
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Programs for high-performing employees to attain ownership and advance into leadership positions.
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Evaluate private equity opportunities and capital structures to support strategic growth, success planning, and liquidity.
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We work with you to build and/or acquire adjacent service offerings such as tax, insurance, and business consulting services to expand what you can do for clients.
Overcome and Solve Predictable Growth Barriers
Every firm encounters growth barriers that can stall organic growth, whether due to talent constraints, leadership misalignment, failed marketing programs, or operational inefficiencies. By recognizing and learning these predictable challenges and addressing them—firms can break through.
