2 independent RIA’s wanting to explore a possible merger. Looking for a consultant, coach or advisor who can walk us through how to evaluate, considerations, steps to take, red flags, etc. Anyone willing to share advice or names of professionals who can assist? We don’t even know where to start.

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We work on a lot of mergers and have some great resources we'd be happy to share - including a Merger Checklist. Feel free to shoot our business development person a note Nickie Sinclair (nicole.sinclair@successionresourcegroup.com) and she can send it over.

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Love to chat with you about what you’re trying to achieve. David@thearcfirm.com.

I just went through a buyout and am splitting the book with one of my buddies. We have our own books in addition to the split book. I am happy to answer questions.

Send me a message or call 205-218-6962

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