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ECHELON’s Breakaway Broker Services are designed to help wealth managers capitalize on the promise of equity creation while overcoming the host of challenges and annoyances that most face on a daily basis. The first part of the service is to help these professionals evaluate the economics of the three paths available to them:
- starting an RIA and/or broker dealer of their own,
- affiliating with another RIA and/or broker dealer, or
- selling their business outright.
Once a preferred path is chosen, ECHELON helps financial professionals by:
- developing world-class marketing materials profiling their business,
- evaluating and ranking prospective partners/buyers across 11 key variables,
- professionally marketing the business to these partners/buyers,
- negotiating an attractive valuation and deal terms with the partner of choice, and
- consummating the transaction.
While startups are different, they do share many of the same elements. Throughout the process ECHELON helps advisors make sense of the wide ranging deals being offered in the marketplace by financial planning firms, advisor rollups, regional brokers dealers, custodians, private banks, family offices, national broker dealers, and high- net-worth boutiques. ECHELON also works to ensure advisors avoid the legal and financial challenges that could ensue from missteps before, during, and after the deal process. Most importantly, ECHELON helps advisors capitalize on the alternative that provides the best combination of work-life quality, equity creation, and proceeds upon exit from the business.
Click here to obtain the brochure on ECHELON's Breakaway Broker Services
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