Guiding Mergers and Acquisitions for Financial Advisors

From Dream to Dotted Line

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Welcome to Acquisitions Advisory, the mergers and acquisition division of Dynamic Directions. Buying or selling your financial advisory practice is one of the biggest deals of your life, but we don’t view it as just a transaction – it’s a transformation.

Teaming with other financial advisory practices requires strategy, clarity, and an in-depth study of other parties to ensure there is a solid cultural fit.

From concept to completion, we’re here with strategic merger and acquisitions advice you can trust in the area of financial advisory practices. A2 provides a variety of expertise and a wide range of solutions to help achieve your goals in the areas of teaming, merging, buying and selling financial advisory practices.

  • If you are ready to sell now, we are capable of handling all of the steps necessary to “Sunset” your practice.
  • If you want to increase your revenues and selling price, we can help you strengthen your revenue (top- and bottom-line) and bolster efficiencies prior to the actual sale.
  • If you are ready to purchase a practice, we stand ready to help you fully prepare for the expansion of your business through acquisition.
  • If you want to build a bigger team and grow through selling your shared services and/or bringing other practitioners into the fold with mergers, our seasoned consultants can help you grow through teaming.
  • If you want to consider formally aligning with a seasoned team so you can concentrate on being a financial advisor and allowing a team to take over all of the business and management functions, we can assist you in finding a match.

Most of our competitors are only interested in collecting the commissions and fees related to selling a practice, and don’t possess the consulting prowess to maximize selling prices and revenues for seller while fully preparing purchasing firms for acquisitions (prior to, during and after the sale).

Maybe you’re taking the last step out of business and the first step into the rest of your life to ensure your legacy lives on after you retire. Maybe you’re hungry to expand your business through acquisition. Maybe you want to link up with other practices to team and/or implement your shared services. Whatever the case, A2 will ensure your transformation exceeds your goals. With over a decade of experience in acquisitions, teaming, continuity, and succession planning, we can guide you through the entire complex process – from the first inkling of an idea to the last signature on a dotted line.


“Acquisitions Advisory helped me successfully purchase and integrate five practices totaling more than $1.5 million in GDC in the last six years. They helped me prepare for the purchase, negotiate the deal, work through the segmentation of clients, identify opportunities to capture with the practice, close the deal, and provide assistance in successfully integrating the purchased practice into my own.”

– Bob Bonfiglio, Barron’s Top 1,200 Advisor, Bedford, NH

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