Services

We set you on the right course. It’s never been a better time to consider a sale or merger, and your strategic options are numerous. The M&A landscape is always evolving. We work with you and your leadership team to hone in on the path right for you.

We bring the right partners to the table. We won’t waste your time exploring irrelevant options. We proactively search for your most advantageous strategic opportunities.

We’re focused on creative and custom solutions. We respect that your business and your goals are unique. Therefore, nothing is cookie cutter about our solutions — our analyses and recommendations are personalized for every client.

We are your end-to-end M&A advisor — from preparing you to explore the market to closing your transaction. We’ve been laser focused on honing a process that is both custom and informed by our years of expertise, ensuring great outcomes for our clients.

  • We advise on all aspects of M&A. We also provide ongoing strategic advice to ensure that RIA owners and financial advisors are best placed to grow their businesses. Our experience, sector expertise, and judgment, give our clients a genuine competitive advantage.

  • We serve as your advocate and confidant throughout a proven sell-side process. We work for you.

    We recognize transactions can be fraught with emotion and uncertainty. We offer a steady hand.

    We bring deal structures and negotiation options to the table you may not be aware of. You get our years of deal experience.

    We guide you through your transaction with skill and expertise.

  • We collaborate with senior management to develop your acquisition thesis. We set you on the right strategic course.

    We search for acquisition opportunities. We bring the right partners to the table.

    We conduct all valuation and deal structure analysis. We get creative and focus on custom solutions.

    We coordinate legal, tax and compliance resources. We focus on execution to get your transactions completed correctly.

  • We perform dozens of valuations per year for our clients, and have gained the reputation for providing unbiased, fact-based guidance. Whether acquiring a financial advisor, selling or merging an RIA, or contemplating an internal transition, valuation is a critical early step in the process.

    Learn more about ADP’s RIA valuation services.

  • We recognize that more than three out of four RIA owners feel that an internal equity transition is a preferred succession option. We adeptly lead many clients through what can be a demanding process, which includes developing a qualitative path to ownership and the financial mechanics required to execute an internal transaction.

  • Sometimes knowing where to begin is the hardest part.

    We take the time to understand your critical succession and growth goals, and serve as your objective confidant. We then help you analyze, evaluate, and make informed decisions about your strategic options.

Learn More about ADP's RIA Valuation Services