Technology advancements have removed geographical boundaries in financial services, creating new opportunities for mergers and acquisitions (M&A) for independent advisors. This shift can significantly boost your growth potential and business expansion.
Expand Beyond Geographical Boundaries
As an independent advisor, you are no longer confined by geographical limits. Modern technology enables you to serve clients across state lines and even internationally. This broader reach opens up a wealth of opportunities for growing your client base and expanding your business.
M&A Opportunities
Mergers and acquisitions can be a powerful strategy for growth. By merging with or acquiring other practices, you can rapidly expand your business, increase your market share, and enhance your service offerings. The flexibility of being independent makes these opportunities more accessible and easier to pursue.
OneSeven’s M&A Support
At OneSeven, we specialize in providing guidance and support for M&A activities. Our team offers turnkey support, exposure to outsource partners, and access to capital solutions. We help you navigate the complexities of M&A, ensuring that you can capitalize on these opportunities effectively.
Ready to explore M&A opportunities? Independence allows you to leverage these strategies to grow your business and expand your reach. Contact us at OneSeven to learn how we can support your M&A efforts and help you achieve your growth goals.
By transitioning to independence, financial advisors can overcome common pain points, gain more freedom and flexibility, upgrade their technology platforms, and leverage opportunities for mergers and acquisitions. Questions? Let’s chat!
Adam H. Blumenthal
Chief Growth Officer
E: ablumenthal@weareoneseven.com
P: 216.789.2228