Elite Consulting Partners

Elite Consulting Partners

Financial Services

Moorestown, NJ 1,837 followers

Understanding Your Needs and Delivering Results.

About us

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 within a 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.

Industry
Financial Services
Company size
51-200 employees
Headquarters
Moorestown, NJ
Type
Privately Held
Founded
2011
Specialties
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, and Branch Manager Development

Locations

  • Primary

    301 North Church St.

    Suite 226

    Moorestown, NJ 08057, US

    Get directions

Employees at Elite Consulting Partners

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