You & Us

Your Conduit To Optimizing & Monetizing Your FinServ Business

Our mission is simple we provide financial advisors freedom through optionality while acting as your conduit to monetize your life’s work & wealth advisory business through transitioning to a more appropriate broker-dealer, RIA and/or custodial platform, a full sale or partial sale of a minority stake to a strategic partner, connecting to acquisition capital, locating a best fit successor, or simply optimizing your business/practice for maximum valuation.

Let's Explore Your Options Together

Explore

your options within the constantly expanding advisor-focused wealth management platform landscape guided by a team led by a seasoned FinServ & wealth management entrepreneur who is also an attorney by training.

Monetize

your wealth management business & life's work through a consultation with Conduit while assessing the most appropriate approach to extracting value whether it be transitioning to another firm, locating a NexGen successor, selling your business, engaging in M&A or merely selling a minority stake.

optimize

your business & client offering via honing your differentiated value proposition, target marketing, strategic alliances, utilizing a 21st century technology stack , infusing your offering with traditional and, possibly, alternative investments generating the highest risk-adjusted alpha for you and your clientele.

Enterprise Value Partial Monetization Trailing 12 Revenue EBITDA EBOC Transition Capital M&A Exit Strategies

RIA Aggregator Indie Broker Dealer Indie Broker Dealer Wirehouse Regional Broker Dealer

Our Services

Wealth Management Landscape

Independent Broker Dealer

Wirehouse

Regional

RIA

Private Banking

Family Office

What is a Conduit?

Conduit noun [Kon-dwit, doo-it, dyoo-it]

A “conduit” is a person or thing that carries something from one place to another such as information, money or ideas

A means of transmitting or distributing (eg a conduit of information)

A way of connecting two people or organizations

Something that carries or moves information

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Connect With Conduit

Looking Forward to Learning More

Whether you are just beginning to research & conduct due diligence on your wealth management firm, broker dealer, RIA and/or clearing/custodial options or you are simply curious about how we may be able to assist you in navigating the current financial services landscape to best monetize/optimize your wealth business, please reach out via phone/email or complete info below to schedule an initial confidential conversation with Conduit Advisors.

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