“ WE match Financial Advisors with opportunity and get the best value AND FIT for their practice whether they are selling, buying or willing to change affiliations. ”
WE CAN HELP ADD VALUE AT
ANY STAGE OF THE PROCESS
• Improve the valuation of your practice in order to attract the right buyers, employees, and partners.
• Get paid what your firm is worth.
• We provide succession solutions to financial advisors at both ends of the spectrum.
Let us be your guide!
succession planning solutions for financial advisors
Our focus is on building broker-dealer, RIA, OSJ, and financial advisor enterprise-value.
WE DO SO BY FORMING STRATEGIC ALLIANCES IN THE FOLLOWING AREAS:
Matching Buyers and Sellers
Recruitment and Transition
Financing
Risk Management Solutions
Contact us for a free consultation and we will give you a fair opinion on your options.
What we are about from financial industry associates who know us for who we are. (updates and additional testimonials pending)
“I have known and work with Jeff Evanello professionally for over a decade. Jeff is a brilliant, thoughtful, and caring expert who I have seen provide quantum improvement in the performance of practices. Jeff does this through is vast experience with recruiting, practice management, acquisition and succession.
If you want it done well to the benefit of your clients and you, work with Jeff Evanello.
”
“I have come to know Integrated Succession as an honest, energetic and consummate advocate for the financial advisor and advice industry as a whole. I always enjoy and appreciate my interactions with the team, for their willingness to share their knowledge, and their steadfast effort to create win/win outcomes for friends and colleagues in their network.”