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 withina 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.

RIA Consulting Advisor Transitions Advisor Recruiting Broker-Dealer M&A Break-Away Advisors RIA Roll-ups Outsourced BD Recruiting OSJ Roll-ups Terminated Advisors Expert Witness Services RIA Roll-ups Custodian Consulting Technology Consulting Services BD Start-up Services RIA Start-up Services Deal Negotiations Transition Consulting Wire-House Firms Regional Firms Independent Broker-Dealers RIA's OSJ's Custodian Changes Clearing Firms Clearing Firm Changes Succession Planning Practice Growth Strategies Internal Recruiting Team Coaching Recruiting Process Development Branch Manager Development Broker-Dealer M&A RIA's OSJ's