Vision
Advocacy
Expertise
Engagements with Registered Investment Advisors, Private Equity Firms, Management Consultancy Firms and Private Investors in the Wealth Management and RIA sector.
*RIA Market Trends and Valuation
*RIA Differentiation and Strategy
*RIA Recruiting and lead development. Identifying and sourcing the best firm for your merger or acquisition goals - tailored to region, firm culture, investment philosophy and firm size
*RIA Deal Structure Guidance and P/L Review - Defining the process and identifying opportunities and challenges
*RIA firm analysis including structure, team expertise and development, client analysis, corporate culture assessment and advisement
*Optimizing RIA efficiencies, talent and key performance indicators (KPIs)
*Evaluating and Advising on Custodial Referral Programs (Schwab Advisor Network)
*Team focused relationships with Principals, Investment Bankers and Legal Representatives regarding defined deal flow procedures including LOI, APA, deal review and integration recommendations
Leadership and advice regarding all areas of the future vision of combined entities including:
*Client Experience
*Client Communication and marketing regarding value proposition of newly formed entity
*Employee Experience, Skill Management and Employee Development Plans
*New Partnership Evaluations - Opportunities and Overcoming potential challenges
*Prioritization of Integration Needs
*Client segmentation
*New Client Development and Custodial Referral Program Expertise (Schwab Advisor Network)
*On-site management and engagement with new acquisition partners
Company Details
- Founded
- -
- Address
- Lake Oswego, Oregon, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Investment Advisory, Mergers and Acquisitions, Strategic Planning, Client Experience, Referral Channel Management.
- HQ
- Lake Oswego, Oregon
Hemispheres Consulting Inc. Questions
Hemispheres Consulting Inc.'s LinkedIn profile is https://www.linkedin.com/company/hemispheres-consulting-inc
Hemispheres Consulting Inc.'s industry is
Financial Services
Hemispheres Consulting Inc.'s top competitors are
More Better,
Assetmark,
Wrexham Afc,
Mercer Advisors,
Brown & Brown,
Gainbridge,
Ellis Early Learning,
First Tee,
J.p. Morgan Private Bank.
Hemispheres Consulting Inc.'s categories are Financial Services
Hemispheres Consulting Inc.'s founding year is 2020
