Frequently asked questions
What advisors most often ask before, during, and after working with us. If your question isn't here, ask it directly in a private call.
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The basics
The basics.
What does this cost me as an advisor?
Nothing direct. Our contracts sit with firms and capital partners. We're your unbiased counterpart, not a billed line item.How private is this process?
Very. NDA first, controlled outreach, and tight messaging. You decide when and how information is shared at every step.How long does a typical transition take?
Most processes run 60 to 120 days from first diligence call to day one. We move at your pace, not a quota's.
Working with us
Working with us.
Do you only place advisors at one or two firms?
No. We maintain access across wirehouse, boutique, hybrid-RIA, and RIA options so we can compare on facts, not headlines.Will I work with the partners directly?
Yes. Engagements are founder-led, not handed off to junior staff. The same people who scope the engagement run it through closing.Are there retainers or exclusives required to start?
No. Engagements are typically buyer-funded or success-based. There's no retainer or exclusivity required to start exploring options.
Outcomes
Outcomes.
Will my clients follow if I move?
We design a compliant plan and client communications that make the move simple to understand. Most teams see strong portability when the new platform solves real client needs.What about my staff and culture?
Titles, comp, and org design are negotiated. If you care about keeping your people, it goes in the terms.What if I decide to stay?
That's a perfectly valid outcome. Several of our engagements end with the advisor optimizing where they are, armed with better information about what was actually negotiable.
Succession & M&A
Succession & M&A.
What is my firm worth and what drives the multiple?
We model value by revenue mix, margins, growth, retention, and risk. Terms can add or subtract more than the headline multiple.Is minority capital a smarter first step than selling?
If you want growth and de-risking without giving up control, minority capital or non-dilutive debt can be the bridge.How do earnouts really work in practice?
We define targets, measurement, and service standards to make earnouts achievable and auditable, not just paper promises.