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.

Consulting

Elite Consulting Partners

Frank Larosa

Kristine E. Dickinson

Thomas Powers

Mike Carroll

Stacey Frank

Jc Young

Tina Beck

Sean Rogers

Jim Primiani

Ben Hassett

The Transition Consulting Team at Elite Consulting Partners specializes in assisting financial advisors and firms through the complex process of transitioning to new platforms, broker-dealers, or ownership structures. They provide strategic advice, facilitate due-diligence, and implement tailored solutions to ensure a seamless transition. The team's expertise ensures client goals are met while maximizing revenue and efficiency, and they offer ongoing support in practice management, mergers and acquisitions, and business valuation.

Transition Consulting Team

Marketing Team

Leadership Team

Transition Consulting Team

About

Team members

Other teams at Elite Consulting Partners

Marketing Team

Leadership Team