Valuation Referrals

M&A Partners can benefit advisors in many aspects other than valuations, including structuring transactions that are properly vetted, contractually bound, and both parties feel the risks and concerns have been communicated and addressed.

  • A relationship with an M&A consultant prior to pursuing an APBOE seller listing improves a buyer’s probability of seller introductions
  • Better and more informed decision making for the buyer and seller
  • Open dialogue
  • Knowledge of alternative deal structures

We partner with many M&A Consulting firms that serve independent and registered financial advisors. We are here to help you find the M&A partner that best suits your M&A growth initiatives.

Echelon DeVoe SRG Bridgemark FP Transitions SMART Concepts Advisor Legacy Legacy Partners CMA Consulting
Sell-Side Advisory X X X X X X X
Buy-Side Advisory X X X X X X X
Valuation Services X X X X X X X
Continuity Planning Services X X X X X X X X X