Recommended Professionals

As part of our commitment to helping you find the best financing solution, our team recommends these professionals across the country to advise you throughout the process.

Mike Wunderli
ECHELON Partners – Managing Director

Services offered/areas of expertise:
  • Investment Banking
  • Financial Modeling
  • Valuation Analysis
  • Management Consulting
  • Deal Structuring and Negotiation

ECHELON Partners is a Los Angeles-based investment bank and consulting firm focused exclusively on the wealth and investment management industries. Over the past 20 years, the firm’s principals have completed hundreds of advisory assignments, valuations and strategic consulting engagements for its two target industries. In that time, a broad diversity of executive teams and boards have chosen ECHELON Partners to help them envision, initiate and execute a variety of complex business strategies and transactions. ECHELON Partners provides a wide array of world-class investment banking, management consulting, valuation and research presentation services to our clients.

Nicole Sinclair
Succession Resource Group – Managing Director

Services offered/areas of expertise:
  • Business Valuation
  • Turnkey Deal Support
  • Succession Planning
  • Seller Advocacy

Ranked as one of the top 100 fastest growing private companies in Oregon by Portland Business Journal, Succession Resource Group is a succession consulting firm specialized in helping financial professionals value, protect, merge/acquire and develop exit strategies for their business. With decades of combined industry experience, SRG possesses a unique combination of skills, resources and expertise to help advisors understand the value of their business, develop strategies to improve that value, protect it with comprehensive contingency and succession plans and grow through acquisition.

Anthony Whitbeck, CFP, CLU
Key Management Group – CEO

Services offered/areas of expertise:
  • Practice Acquisition
  • Business Valuation
  • Continuity Planning
  • Practice Management
  • Executive Coaching
  • Advisor Loan Escrow Services

Key Management Group is a leading provider of comprehensive business solutions for financial advisors.

Travis Chaney
Acquisitions Advisory – Financial Advisor

Services offered/areas of expertise:
  • Practice Acquisition and Sale
  • Practice Mergers
  • Succession Planning

Acquisitions Advisory is the Mergers and Acquisitions Division of Dynamic Directions, an award-winning coaching and consulting firm specializing in building a better life and practice for financial advisors. D2 works with more than 75 practices across the country, including members of the Barron's Top 1,200 Advisors list. The firm provides guidance and support to financial advisors who are planning to buy or sell a practice or merge with another practice. D2's true value lies in consulting work - helping you see the big picture, develop the right mindset and determining your true goals as you build and protect your legacy.

Get in touch with our team if you have questions or need help finding a resource in your area.

Understanding your equity needs  

To better serve our customers, we are conducting the National Investment Advisor Market Trend Survey, which will help us understand your specific business needs and allow us to customize the financial tools you’ll need when acquiring another business or taking on more of your own firm’s equity.

Your input is invaluable, please take a moment to complete the survey.