Partnership & Succession Planning

Consulting Services We Offer:

Pathways to Partnership


Partner Compensation & Equity


Succession Planning


Partnership Conflict Resolution


Align leadership, inspire the next generation of talent, and preserve legacies

Our hands-on approach to partnership and succession goes far beyond templated agreements or theoretical succession plans. We work directly with founders, partners, and rising leaders to navigate the human dynamics. From resolving complex equity decisions to clarifying partner roles and leadership expectations, we build partnerships that reflect the values, vision, and ambitions of everyone involved.

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Overcome and Solve Predictable Growth Barriers

Every firm encounters growth barriers that can slow 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.

Explore our guide to financial advisor & RIA growth →

Related Consulting Services

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  • Helping you attract and retain high-performing teams through our full-suite of employee management solutions.

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  • Working one-on-one with leaders to equip them with the skills and experiences necessary to achieve goals and grow.

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  • Assists you in acquiring or merging to enhance operations, market presence, and/or provide founder and partner liquidity.

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We invite you to get started.