Business Transitions

About Us

Fireside Chat - M&A is a leading consultancy specializing in mergers and acquisitions (M&A) for wealth management practices. Founded by industry veterans with vast experience in the field, our team understands the unique challenges and opportunities faced by independent advisors in today's uncertain market.

Our Mission

Our mission is to empower wealth management practices to achieve sustainable growth and navigate the complexities of M&A with confidence. We guide clients through every step of the process, from initial valuations to post-merger integration, ensuring a smooth and successful transition.

1. Consulting

We offer tailored consulting services to help wealth management practices:

• Laying the groundwork for a smooth transition of ownership whether buying, selling, or sharing equity within your firm.
• Masterfully designing and implementing multigenerational team structures.
• Delivering a baseline understanding of firm value, highlighting multiple levers for protecting, growing, and transitioning.

2. Valuation

Our valuations go beyond simply calculating a numeric figure. We provide comprehensive assessments that consider all aspects of your practice, including:

• Client base
• Revenue generation
• Cost structure
• Team expertise
• Scalability

3. Succession Planning

We guide you through the process of identifying and grooming potential successors, ensuring a smooth transfer of knowledge and leadership.

4. M&A Execution

From identifying potential acquirers to negotiating and closing the deal, we provide expert guidance every step of the way.

5. Post-Merger Integration

We support you in seamlessly integrating the newly acquired practice into your organization.

Our Expertise and Experience

With over 25 years of experience and over 100 M&A transactions completed, we have the knowledge and resources to support your growth objectives. Our team of seasoned professionals is passionate about helping wealth management practices achieve their full potential.

Join us on this journey and unlock the value you deserve with Fireside Chat - M&A!