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Elite Consulting Partners Announces Acquisition Of Advisor Successions, Llc, As Part Of The Launch Of Its Newest Business Entity, Elite Advisor Successions

PRIVATEDec 01, 2023

Acquiring Company

Elite Consulting Partners

Acquired Company

Advisor Successions, LLC

MoorestownPort JeffersonFinancial ServicesFinancial Services

Description

Elite Consulting Partners, the nation's largest financial services transition and business consulting firm, announced today their acquisition of Advisors Successions, LLC, a firm specializing in matching qualified buyers and sellers within the financial services industry interested in succession and growth opportunities.

Quick answer

Elite Consulting Partners is acquiring Advisor Successions, LLC, announced December 1, 2023. Elite Consulting Partners is based in Moorestown, New Jersey, United States.

How much did Elite Consulting Partners pay for Advisor Successions, LLC?
The deal value was not disclosed.
What does Elite Consulting Partners do?
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.
Where are Elite Consulting Partners and Advisor Successions, LLC based?
Elite Consulting Partners is based in Moorestown, New Jersey, United States. Advisor Successions, LLC is based in Port Jefferson, New York, United States.

Source: Fundz verified event record.

Other recent acquisitions in Financial Services and Financial Services

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Company Information

Company

Elite Consulting Partners

Location

Moorestown, New Jersey, United States

About

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. Our industry-leading staff 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 headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.

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Frequently asked

Who acquired Advisor Successions, LLC?

Advisor Successions, LLC was acquired by Elite Consulting Partners, based in Moorestown. The deal was reported on December 1, 2023. 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. Elite Consulting Partners is privately held and operates in Financial Services.

When did Elite Consulting Partners acquire Advisor Successions, LLC?

Elite Consulting Partners's acquisition of Advisor Successions, LLC was reported on December 1, 2023. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Advisor Successions, LLC do?

Advisor Successions LLC is a consulting firm specializing in acquisition and succession planning needs for financial advisors, registered representatives and registered investment advisors. It is privately held, operating in Financial Services, and is based in Port Jefferson.

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