Business Strategy- Business Valuation,
Succession Planning and
Advisory Practice Purchase Consultants [3]

Asset Management Finance, LLC
www.amfinance.com
212-710-6100

AMF provides up-front capital in exchange for a limited-term interest in the firm's future revenues.
The investment structure is based on Revenue Share Interests (RSIs) developed by AMF to provide the up-front capital to asset management firms or their principals in exchange for a fixed percentage of top-line revenue for certain period of time.

Fiduciary Network
www.fiduciarynetwork.net
972-982-8700

FN makes long-term, passive investments in fee-only wealth management firms by lending money to the company's non-owner professionals to gradually, over many years, purchase equity from the current owners.

 
FP Transitions
www.fptransitions.com
800-934-3303

FP Transitions is the nation’s leading provider of equity management, valuation, and succession planning services for the financial services industry, and operates the largest open market for buying and selling financial service practices in the U.S. Working in cooperation with broker-dealers, custodians, clearing firms, and insurance companies, FP Transitions provides its services to advisors, registered reps, and insurance agents of all sizes. FP Transitions’ expertise includes practice valuations, continuity planning, practice benchmarking, strategic consulting, performance coaching, succession planning, entity formation and maintenance, internal ownership track set up and management, and mergers and acquisitions.