Mergers & Acquisitions

Merger & Acquisitions

Maximize Your Growth Potential with
GVA’s Comprehensive M&A Solutions

As deal-making activity in the RIA space continues to reach all-time highs, GVA partners with advisors and assists with all their M&A needs. Whether participating in an Advisor Alliance model or a Majority purchase program, we provide assistance identifying, evaluating, and executing deals that will help your business grow both strategically and financially.

With a robust in house solution stack, our dedicated team is equipped to efficiently handle the administrative, regulatory and operational tasks involved with acquisitions both pre and post transition.

Choose Your Own
Affiliation Path with GVA

Sell & Stay as a W2 employeeSell & Stay as a 1099 contractorFull Exit after saleContingency Planning Only
Gain 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

Click here to learn more about M&A at Great Valley Advisor Group.