You know the market for your clients.
We know the market for your firm.
Advice Dynamics Partners provides customized M&A advisory, valuation services, and transition planning for RIAs, wealth & asset managers. Since 2008, we've exceeded our clients' expectations.
We are a boutique strategic adviser to the financial advisory industry, primarily fee-based RIAs, with specific expertise in mergers, acquisitions, and transition planning.
We understand how every client and every transaction is unique, and we’re committed to delivering the right guidance whether your are a firm managing $750mm in assets or over $3B.
Mergers & Acquisitions
We advise on all aspects of M&A. We also provide ongoing strategic advice to ensure that RIA owners and financial advisors are best placed to grow their businesses.
Sell-Side Advisory
We serve as your advocate and confidant throughout a proven sell-side process. We bring deal structures and negotiation options to the table you may not be aware of — you get our years of expert deal experience on your side.
Buy-Side Advisory
We collaborate with you to develop your acquisition thesis and set you on the right strategic course. We bring qualified partners to the table. We conduct all valuation and deal structure analysis — we are creative and focus on custom solutions — while ensuring proper coordination of legal, tax and compliance.
Valuation
We perform dozens of valuations each year for our clients, and have gained the reputation for providing unbiased, fact-based guidance. Whether acquiring a financial advisor, selling or merging an RIA, or contemplating an internal transition, proper valuation is a crucial early step in the process.
Transition Planning
We know that more than three out of four RIAs feel that an internal equity transition is a preferred succession option. We expertly lead many clients through this arduous process. This includes developing a qualitative path to ownership and the financial mechanics required to execute an internal transaction.
What our clients are saying
“Before hiring David and ADP we were heads-down focusing on growing Medallion Wealth Management. We knew we wanted to partner with another firm for growth reasons but had a hard time knowing where to start and who might be a good fit. David skillfully led us through the entire process including demystifying the buyer landscape and bringing a curated list of potential partners to the table. He also led negotiations with the buyer we ultimately selected and got us a great win-win outcome. I can't imagine having done this myself. We're thrilled to have worked with David and his team on this critical transaction.”
Arthur Hazen
Medallion Wealth Management
“Finding the right strategic growth partner for our hybrid RIA posed challenges on many fronts. My partners and I are different ages with differing succession timelines. We wanted to exit our broker-dealer relationship. We also wanted to preserve our legacy while offering new opportunities for our team. David and his team scored high marks understanding this challenge and helping us achieve everything we sought. David helped us select the right strategic and growth partner among a group of over a dozen options. We exited our BD during the process, retaining nearly 100% of our $800 million in AUM. We're thrilled where we landed, financially and strategically, and our team is delighted with the outcome.”
Debbie Pursey
Medallion Wealth Management
“When we decided to explore the possibility of a merger, it was a huge decision in the evolution of our firm. Our investment advisory firm is truly a family business as our father started it in the late 1970s. We are very happy we selected David and ADP to lead us through this process. His skill and expertise were very apparent as he helped us navigate the complex M&A landscape. Through a carefully crafted banking process, David ultimately helped us achieve a great outcome. The legacy and reputation we built both in the Milwaukee community and nationwide is preserved, our succession is secured, and the future for our clients and team has never been brighter.”
Michael & Bryan Sadoff
Sadoff Wealth Management
“With four equal partners, each with slightly different succession and growth goals, we relied on David and Advice Dynamics Partners to help us find common ground. David handled this challenge deftly and with empathy — he's a great listener and a master at helping navigate through difficult waters! We ultimately went to market with newfound alignment and strategic purpose. This enabled us to address all of the buyers we engaged with one voice. The outcome David helped us achieve far exceeded our expectations.”
Michael Sollazzo
Capital Planning Advisors
Contact us
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(415) 935-3502 | 325 Carrera Drive, Mill Valley, CA 94941