About Integrated Succession

The sole purpose of Integrated Succession is to increase the valuation of your financial advisory firm. We do this by integrating 4 key business areas:  

You benefit from our sixty years of unblemished, honest, financial industry experience by tapping into a highly targeted network of partnerships. We partner nationally with the best practice-management coaches, valuation experts, and lenders in the industry.  Then, integrate their knowledge into a proprietary database of QUALIFIED buyers and sellers and QUALIFIED recruiting leads. 

The Idea Behind Integrated Succession Solutions

Jeff Evanello has thirty-two years experience in the financial & insurance services industry with specific knowledge in the Broker/Dealer and Registered Investment Advisor space.

In the Spring of 2009, Jeff Evanello started Evanello Enterprises, LLC, an independent Third Party Recruiting and Financial Advisor Business Valuation firm. Evanello Enterprises works with strategic partners across the United States to achieve our strategic vision of increasing the enterprise value of the financial advisors we work with.