Our Services

Independent Wealth Advisor Solutions

If you are an independent wealth advisor facing the dual challenges of platforms raising AUM minimums and higher compliance costs, merging with another firm may be a great option.

Or you may be at the end of your career and looking to maximize the value of your book. We can advise on flexible solutions to fit your desired outcome.

  • Partnerships, mergers, buyouts, retirements/phase-outs, and other solutions

  • Market surveys

  • Outsourced back office, including compliance, audit, bookkeeping, and marketing

Strategic Staffing Solutions

We provide flexible solutions to all your staffing needs through our partner company, Express Employment Professionals of Rockville.

We help you plan and fill roles to minimize the cost of turnover and to maximize productivity.

  • Staffing solutions including Contract, Contract-to-Hire, and Permanent

  • Professional roles including Finance, FP&A, Accounting, Human Resources, and Operations

  • Office Administration, Clerical, and Accounts Payable/Receivable

  • Skilled Trades

Strategic Planning Solutions

Utilize our deep expertise in Strategic Planning to support your business’s operational and financial objectives.

We have over 25 years experience developing business strategies, implementing restructurings, assisting with capital raises, managing cash, and advising on other large scale corporate initiatives.

  • Strategic planning

  • Business planning

  • Cash forecasting and cash management

  • Capital raise support

  • Asset financing support

  • Corporate transitions

  • FP&A