by Frank LaRosa, President/CEO – Elite Consulting Partners and Philip Waxelbaum, CEO, Masada Consulting Navigating the many complexities of business transitions as a financial advisor is no small feat. It is a process that demands not only strategic planning, but also...
by Frank LaRosa, President/CEO – Elite Consulting Partners In the competitive realm of financial advising, independent advisors play a crucial role in helping clients navigate complex financial situations. Achieving sustainable success as an independent advisor...
by Frank LaRosa, President/CEO – Elite Consulting Partners In the high-stakes world of mergers and acquisitions (M&A), where an advisor’s life’s work can be bought or sold in the blink of an eye, success often hinges on the ability of buyers to navigate through...
by Elite Consulting Partners Elite Consulting Partners, the nation’s largest financial services transition and business consulting firm, announced their acquisition of Advisors Successions, LLC, a firm specializing in matching qualified buyers and sellers within the...
by Frank LaRosa, President/CEO – Elite Consulting Partners Knowing when to make a move as a financial advisor can be difficult. There are many factors to consider before determining if a transition is the right decision for you, your practice, and your clients. Here...
