Elite Consulting Partners
Michael Carroll is an accomplished business development professional with extensive experience in the financial services industry. Currently serving as the Director of Business Development at Elite Consulting Partners since September 2021, Michael specializes in advisor transition consulting and M&A solutions. Prior roles include Manager of Franchise Recruiting & Engagement at Ameriprise Financial Services, Regional Business Development Manager at Korn Ferry Hay Group, and Director of Business Development at Great Valley Advisor Group. Michael's career began at Lincoln Financial Distributors, holding multiple sales and account management roles, and included participation in the Leadership Preparation Program at Lincoln Financial Group. Educational background includes a Bachelor of Arts in Communication with a minor in Business Administration from Penn State University and a Bachelor of Science in Business Administration with a concentration in Management from Saint Louis University.
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.