USG Consulting works with financial advisors, teams and RIAs who are planning a change and want the move to be structured, low-friction and client-safe.

We help with:
– Changing broker-dealers or RIA platforms
– Buying or selling a book of business
– Structuring mergers, tuck-ins and succession plans
– Launching an independent firm or RIA
– Valuation, deal terms and transition strategy

Our role is to sit on the advisor’s side of the table – mapping options, negotiating economics and building a transition plan that protects client relationships, revenue and reputation.

For advisors considering a move or exploring their options, USG provides discreet guidance, practical playbooks and introductions to aligned counterparties.

USG Consulting

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