Succession/Ownership Transition Service - Non-Custodian/Broker Dealer
- All
Member Circle
MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial independent investment advisers, operating in collaboration with the Hamburger Law Firm, whose expertise extends to virtually all areas of the investment and securities industry as well as entrepreneurial… MORE
FP Transitions is the nation’s leading business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their lifecycle, our comprehensive, coordinated, and customized solutions enable financial services businesses to achieve long-term, sustainable growth. Our team of 40 includes… MORE
Finalists
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Member Circle
MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial independent investment advisers, operating in collaboration with the Hamburger Law Firm, whose expertise extends to virtually all areas of the investment and securities industry as well as entrepreneurial… MORE
FP Transitions is the nation’s leading business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their lifecycle, our comprehensive, coordinated, and customized solutions enable financial services businesses to achieve long-term, sustainable growth. Our team of 40 includes… MORE
Finalists
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Diamond Sponsor
Photo Booth Sponsor
Executive Swag Sponsors
