Managing Partner, Mergers & Acquisitions
Finetooth Consulting
Springfield, Massachusetts Area
Finetooth Consulting is a transition advisory services firm that is dedicated to serving the needs of financial advisors with independent business models. Our success in assisting advisors at all stages of the business life cycle has made us one of the most trusted consulting firms among advisors, IBDs and clearing firms.I lead Finetooth’s merger and acquisition and succession planning practice. I assist agency owners with transitioning ownership via sale to internal advisors or to outside third parties. I also provide advisory services to buy-side clients who require assistance in executing a transaction; this includes valuation, deal structuring, negotiation and management of the due diligence process. Our team of experienced financial services professionals is as diverse and dynamic as the firms and advisors we work with. Our collective background includes wealth management, financial planning, mergers & acquisitions, valuation, recruiting, and just about everything in between. We understand that changing broker dealers or acquiring advisory businesses is no small endeavor, and we are committed to providing our clients with a personalized, highly consultative experience.Knowing the industry inside and out is our business. Helping clients make the most of their unique opportunities is our passion. We look forward to sharing that passion with you.