Future-proof your RIA
Unlock your new future
Maximize the value of your business and set your team and clients up for a confident future. Whether you’re exploring potential acquirers or creating succession plans, our team guides you through the due diligence process, ensuring every step taken is a step toward future success.
Dynasty Network advisors share their perspectives on the benefits of full independence.
“ Having a succession plan is extremely important for advisors so that your clients feel comfortable knowing there is a plan for their family and the incredible wealth they have worked so hard for. We all know things can change and things can change quickly. Clients want to know that there is someone past you that can really be there to service them and help them. “
“ Succession planning excites me because it means building something that survives beyond me and that does good in the lives of our client families. We have clients who are second and third generation, with who my father was doing business when I was in grade school. What I look at what we’ve been able to do for their families, it’s incredibly gratifying. Knowing that my firm will continue to do that work, even when I’m long gone, really excites me. “
“ A succession plan is critically important for an advisor because it is for the clients. Clients expect us to be looking out for them and want to know beyond a doubt that there is someone that knows what their needs are. “
“ I think I’ve always been pretty happy, but I will say I am enjoying my profession a lot more today than I did prior to launching our own RIA. “
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Investment Banking Capabilities
Dynasty’s M&A and Capital Strategies team will be your advisory partner to support your deal execution from start to finish, help maximize value, and align interests between buyers and sellers.
Becoming M&A ready involves more than just envisioning the business you want to build. You must understand the critical decisions to help you get there, including constructing the right ownership and share class structure, employing a repeatable M&A strategy, setting up proper governance, access to friendly capital, understanding deal structures, and accommodating succession planning. Dynasty is dedicated to being an advisor to advisors by providing top-tier investment banking and advisory capabilities, education, and strategies so you can close M&A deals with confidence and focus on what matters most – your clients.
Dynasty Business Solutions
Better serve your clients and build enterprise value through our unparalleled WealthTech platform and proprietary combination of integrated solutions and differentiated services.