Advisor Partnership Program

   

Unique to the industry, we partner with advisors with mature practices that are seeking additional capital to grow their business as well as offer a defined exit strategy which maximizes the advisor’s book valuation while creating a seamless transition to the client.

 

Benefits:

  • Capital partnership: injection of capital which the advisor can use for either business or personal use
  • The ability to transfer some or all clients to MacNicol & Associates, thereby completely freeing up the advisors time for financial planning, estate planning, or other business activities
  • Creates a defined exit strategy for the advisor on his/her own time frame, at a valuation above current industry norms of 1-2.5 times trailers

 

For more information, contact Jordan Rosenberg at jordan.rosenberg@macnciolasset.com 416-367-3040 x. 231

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