From Vision to Reality
From Vision to Reality
We help financial advisors 5x their valuation within 3 years through a strategic blend of marketing, M&A, and exit consulting services.
Work With Us
Work With Us
Ignite Your Business with the AUM Engine
Join the AUM Engine and build a robust client acquisition system that will propel your net new assets by $30MM+ within 24 months.
Unlock Growth through Strategic Acquisitions
Acquire an advisory firm within 6 months and double your assets and income with the M&A Co-Pilot
Sell Your Practice for 5x Revenue
Join a growing number of financial advisors leveraging cohort syndication to double their revenue multiples
Ignite Your Business with the AUM Engine
Join the AUM Engine and build a robust client acquisition system that will propel your net new assets by $30MM+ within 24 months.
Unlock Growth through Strategic Acquisitions
Acquire an advisory firm within 6 months and double your assets and income with the M&A Co-Pilot
Sell Your Practice for 5x Revenue
Join a growing number of financial advisors leveraging cohort syndication to double their revenue multiples
Unlock Your Practice’s Potential:
Hear From These Thriving Independent Advisors
Over my career, I’ve helped over 200 independent advisors grow their practice. Watch the video to hear their stories.
Discover forward-thinking strategies that help Financial Advisors Grow, Buy, and Sell
Speaking
In search of a speaker who can discuss innovative approaches for growing an advisory business?
Hire Patrick to speak at your next event.
Speaking
In search of a speaker who can discuss innovative approaches for growing an advisory business?
Hire Patrick to speak at your next event.
The Art of Deal Sourcing: A Guide for Financial Advisors
In the Art of Deal Sourcing you’ll learn:
- How to attract qualified sellers and automate the outreach process by leveraging the latest AI software tools
- Why “on-market” exchanges like FP Transitions and SuccessionLink are a waste of time for most advisors
- How to create a comprehensive marketing strategy to reach qualified sellers without spending a penny on advertising
Make Your Ideal Practice Reality:
GROW:
How do I organically grow my AUM?
What is the right marketing budget?
How do I optimize my digital presence and utilize AI?
BUY:
How can I source a profitable acquisition?
How do I assess the profitability of a potential acquisition?
How do I structure the deal to drive value?
SELL:
How do I sell my practice for maximum value?
How do I attract qualified buyers?
How do I find a buyer with similar values and philosophy?
Make Your Ideal Practice Reality:
GROW:
How do I organically grow my AUM?
What is the right marketing budget?
How do I optimize my digital presence and utilize AI?
BUY:
How can I source a profitable acquisition?
How do I assess the profitability of a potential acquisition?
How do I structure the deal to drive value?
SELL:
How do I sell my practice for maximum value?
How do I attract qualified buyers?
How do I find a buyer with similar values and philosophy?
