Let us help you with your next move because a good partner is critical to your success.
Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.
We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients’ objectives and goals are realized during their due-diligence and transition process.
We work with many of our clients in areas concerning transitioning to a new broker-dealer, 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.