Advisor Transitions

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Advisor Business Solutions provides professional matchmaking for financial advisors in transition including Financial Advisory Practices seeking to buy or sell their book of business, producing financial advisors seeking a new firm for their growing practice or financial professionals seeking future job opportunities.

professional matchmaking - financial advisors in transition

Professional Matchmaking – Financial Advisors in Transition

We also guide advisors with succession planning – from early stage preparation to continuity plan assessment, development and completion. {click here for more info}

Advisor Business Solutions specializes in financial services including practice management consulting, staff recruitment, succession plan coaching, business growth and acquisition programs. Our clients include independent broker dealers, wealth managers, CPAs and investment management firms with range of $200 million - $5 billion assets under management. Contact Us or 562-439-4804.