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.
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