Your Go-To Team for Exit Strategies Are you looking for a contingency plan or full sale? Our succession planning strategies are built around three core values: Customized, Continuity, and Confidence. Unmatched Advantages Built by and for independent advisors and advisory firms. Your Business, Your Way We will maintain the brand which propelled your growth. We celebrate what you’ve built and will never force you to leave your business’ identity behind. Learn More With You at Every Step Pick your affiliation and we’ll take care of the rest. From competitive deal structuring through transition and launch, our experienced team has successfully transitioned 100% of our advisors onto the GVA platform. Learn More Technology-Driven Our comprehensive technology suite and support team make it easy for you to plug-and-play the way that best suits your clients and your vision. Learn More In-House Industry Veterans Our full-time, in-house transition, compliance, and asset management veterans focus on you and are dedicated to your success. The best part? We’re always just a call away. Meet Our Team With GVA, You’re Family Independence doesn’t mean you’re alone. Join a nationwide network of advisors dedicated to elevating experiences for their clients. Learn about Our Culture Choose Your Own Affiliation Path with GVA Sell & Stay as a W2 employeeSell & Stay as a 1099 contractorFull Exit after saleContingency Planning OnlyGain the flexibility to work full time or part-time, prioritizing activities which you truly enjoy✓✓Retain your staff and client service model; we want to preserve what makes your firm successful✓✓✓Maintain your existing office, depending on location and your clients’ needs✓✓✓Leverage industry-leading technology to simplify operational management✓✓✓Access group benefits including health insurance, 401k, disability insurance, etc.✓Pre-Sale: Protect your clients’ wealth service against death, disability, or incapacity✓ Would you like to better understand your options? Reach Out To Us Now Our Proven Process Will Frame an Exit Strategy and Monetization Event 1 Introduction & Deep Learning We want to learn about your career history, core values, investment philosophy, and retirement goals. 2 Discover Your Path During our discussions, we can review your affiliation options; whether your exit strategy is in the short- or long-term, we can provide you with a solution. 3 Valuation & Agreement Structuring We have supporting resources which provide for deal structure consulting, valuation, contracts, onboarding, and integration. 4 Execution & Setting Sail Our top-tier team is designed to support your integration into our leading company with whatever path you choose. Start Now Berwyn, PA 920 Cassatt Rd, Suite 202 Berwyn, PA 19312 (610) 296-7630 Wilmington, DE 1200 Pennsylvania Ave, Suite 202 Wilmington, DE 19806 (302) 483-7200 Braintree, MA 30 Braintree Hill Office Park, Suite 202 Braintree, MA 02184 (610) 296-7630 Boca Raton, FL 3837 NW Boca Raton Blvd, Suite 100 Boca Raton, FL 33431 (610) 296-7630