Work with Elite when Business Expansion is a Key Driver to Your Success

Firms Looking to Grow

At Elite Consulting Partners, we believe your needs and the needs of your advisors are of utmost importance. Our value-add is based upon our deep understanding and relationships within the financial services ecosystem, consisting of captive and independent financial advisory firms, complex managers, regional managers, branch managers, support staff, compliance, in-house recruiting departments, and OSJs/Super OSJs.

Start-up BD/RIA Consulting

We have the experience and knowledge to help you with your start-up BD. We will consult with you on best practices and help you avoid the pitfalls of starting your new broker-dealer in today’s competitive environment.

Valuation Services

We can help you determine what value your practice or business has in today’s market. We understand where you’ll get the best value because we know what firms are willing to pay for different businesses.

M&A of BD’s or RIA’s

With our knowledge of the current market we can help you acquire BD’s or RIA’s. If you are looking to sell, we can help find the right buyer and guide you through the sale process.

Business Branding

Many firms take for granted how important their branding can be to the success of their firm. Let us work with your team to create and design the right brand image for your practice or business.

FINRA Expert Witness Service

With over 20 years of industry experience, our founder has a deep understanding of every client or advisor situation that may require expert advice or testimony. We can work with your internal or external legal counsel to give expert opinions, advice, and testimony on cases against your advisors or your firm.

Retained Services

We work to assure your success does not end once our initial consulting arrangement is complete. We maintain an ongoing relationship with you and your business in order to provide guidance, support, and strategic direction as necessary through our retained services program. No matter where your business and the future take you, we will be at your side providing the practical and informed insight which makes continued success, realistic growth, and optimal business operations possible.