Elite Consulting Partners
Lucas Schall currently serves as a Senior Transition Consultant at Elite Consulting Partners, focusing on strategic advice for the financial services sector. In addition to this role, Lucas is a 2nd Lieutenant in the Army National Guard, functioning as an Intelligence Officer. As Managing Partner at Patriot Consulting Group, Lucas assists financial advisors in practice growth and maximizing equity value for retiring advisors. Previous experience includes roles as a caddie and cart barn attendant at Bent Creek Country Club, a cadet in the Army ROTC, and a human resources intern at Flagger Force Traffic Control Services. Lucas holds a Bachelor of Business Administration in Finance from the Fox School of Business at Temple University and a high school diploma from Manheim Township High School.
Elite Consulting Partners
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.