Elite Consulting Partners is a recruiting and transition consultant, merger & acquisition, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. We pride ourselves on offering unparalleled service, unbiased advice, and expert guidance to both advisor and corporate clients in order to ensure our clients’ objectives and goals are realized during their due-diligence and transition process.

Our areas of expertise are vast and encompass transitioning to a new broker-dealer or investment advisory firm, custodial platform changes, maximizing revenue, increasing head count, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages.

As your strategic partner, Elite Consulting Partners will serve as your advocate guiding you to the opportunities which will maximize revenue and performance. Our competitive intelligence covers a variety of landscapes including the wirehouse domain, regional firms, independent broker-dealers, RIA’s and hybrids. We also have the ability to partner with firms who have additional expertise within independent advisories, M&A’s, practice management, succession planning, and business valuation disciplines. These partnerships allow us to deliver a turn-key consulting experience which is uniquely personalized to each of our clients.