INTEGRATED PRACTICE DUE DILIGENCE (“IPDD”)
Our Services
Turnkey Quality of Book (“QoB”) M&A Diligence
Know the breakdown of the target RIA’s book of business during the LOI and diligence phase; go beyond audited earnings. The acquisition of another practice is a critical decision and changes the entire trajectory for the wealth management firm. Future Advice provides QoB services for buy-side wealth management firms, connecting multiple systems together (turnkey) during the LOI and diligence stage, which delivers a comprehensive earnings and [quality of household] view on the target RIA’s book of business (including management fees since inception), to truly evaluate the validity of “merger of equals” and help bankers and consultants craft post-close practice integrations and execution.
Post M&A Integration Synergy
Post M&A, the integration strategy and integration execution is critical.
Future Advice provides turnkey multi-custodian integration and cross-application integrations for the newly combined wealth management firms. The capability to consolidate household data (firm-wide) across multiple applications to help owners with the post-close decision making process is critical to the success of the newly combined entity.
Future Advice provides a post-M&A synergy playbook that builds on differentiating capabilities to provide multi-custodian and cross application integrations into CRM (Salesforce)