Elite Consulting Partners addressed the current market dynamic with Frank LaRosa and Stacey Frank.
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Transition Deals have hit an all time high…..its remarkable that I have been saying that for over a decade. Are you at a W2 traditional firm ? We are now at 350% - 500%…
Company
Elite Consulting Partners
Understanding Your Needs and Delivering Results.
- Industry
- Financial Services
- Location
- Moorestown, US
- Company size
- 51–200 employees
About Elite Consulting Partners
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.
See moreLatest activity
Latest activity from Elite Consulting Partners
5 signals
People
Elite Consulting Partners is hiring experienced people with impressive resumes who came from big organizations.
Products & Services
Elite Consulting Partners announced that a new tax-deferred investment account for children was introduced with rules focused on low-cost mutual funds and ETFs tracking a broad U.S. or global equity index.
Presence & Recognition
Elite Consulting Partners attended two days of meetings at LPL headquarters.
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