M&A Support That Moves at Your Pace
Thinking about buying or merging a practice can feel exciting—and a little overwhelming. We’re here to help you make sense of it, step by step.
When Referrals and Prospecting Aren’t Enough
At some point, even the most driven advisors hit the limits of organic growth. You’ve built your book through referrals, networking, and prospecting, but scaling further may require a different path. That’s where M&A comes in: acquiring or merging with another practice can accelerate your trajectory in ways organic growth alone can’t match.
For Advisors New to M&A
Whether you’re transitioning from a wirehouse or looking to reorganize an established firm, the fundamentals matter: staffing, operational processes, and clear standard operating procedures. We’ll help you:
How we help experienced advisors:
- Connect you to advisors exploring a sale, within Evolution and beyond
- Provide a sounding board on cultural fit and client alignment
- Help smooth the path from first conversation to closing
How we help first-timers:
- Make sense of valuations and what really matters
- Explore financing options without the jargon
- Walk through each step of the process together
For Experienced Acquirers
If you’ve already been through an acquisition, you don’t need hand-holding. You need the right opportunities. The challenge is finding sellers you can trust and practices that fit your culture. Because we know our network, we can help you spot potential matches, ask the right questions, and move faster when the timing is right.
How we help experienced advisors:
- Connect you to advisors exploring a sale, within Evolution and beyond
- Provide a sounding board on cultural fit and client alignment
- Help smooth the path from first conversation to closing
Mergers: A Practical Strategy for Scale
Mergers as a Step Toward Succession
A merger can also serve as a bridge to the future. For some advisors, it’s the first step toward an eventual acquisition or succession plan—allowing you to build trust, align cultures, and prepare for a seamless transition when the timing is right. Explore our Succession & Continuity support services.
Recently, Evolution Financial Advisors’ leadership helped guide our acquisition of a large AUM practice from a senior advisor. The process took well over a year to lay the groundwork for a smooth client transition where Evolution Financial Advisors provided guidance on a wide range of issues. We seek input from Evolution Financial Advisors as a valuable resource when making most business decisions.
The above statement was provided by financial professionals associated with Evolution Financial Advisors and affiliated with Osaic Wealth as investment adviser representatives.
Whether you’re testing the waters, eyeing your first deal, or planning your next, you don’t have to figure it out alone. We’re here to listen, share what we’ve seen work, and help you move forward at your own pace.
