We have been engaged by a Dynamic Wealth Management firm with offices in New Jersey and New York City. They want to build their business by acquiring a fee-based wealth manager and a CPA firm. Our client has been around for over 25-years, and has recently evolved from a financial planning/tax firm into a true wealth manager by building the infrastructure necessary to add investment advisory and insurance advisory services to their value proposition to clients. The firm currently manages several hundred million and revenue from all services is in the $5 million range. Over the past 5-years, this firm has experience consistent and strong growth rates.
Our client is a privately owned firm with significant capital resources. They have a top notch management team with a strong record of success. Service and consistency in the client experience is of paramount importance and potential partners must have a comparable client service culture. Our client offers four main wealth management services that include; Investment Advisory, In-depth Financial Planning, Tax Planning, Compliance and Preparation for Individuals and Corporations, as well as Insurance Advisory.