Mergers & Acquisitions

Merger

We have more than 1,000 independent financial advisor business owners looking to partner, consolidate expenses or bring quality financial advisors into their business. There are hundreds of unique opportunities nationwide for financial advisors looking for individual, independent successful practices to partner with and share equity. If you're looking to join forces and resources with another financial advisor (or are looking for financial advisors to join your practice), then we encourage you to call RJ & Makay to hear about the opportunities we have available in your area.

Acquisitions

If you're a financial advisor looking to fast-track the growth of your business through acquiring another practice, we can help. We have relationships with financial advisors across the country looking to sell now, transition out over time, or partner with another financial advisor for the right situation. In addition, many of our client firms are willing and motivated to loan their financial advisors and practice principals the necessary capital to acquire another advisor's book and business.

Selling your financial business or book

In the current M&A environment it is definitely a seller's market. RJ & Makay helps connect sellers with not just qualified buyers but with the right buyer for your practice and clientele. We help sellers with evaluating their options, determining practice valuation and consulting through the entirety of the acquisition process. If your considering selling out now or slowing down and selling over time we have interested parties from both the employee and independent channel ready to engage you in a serious acquisition conversation.