Broker Dealer Search Assistance For Financial Professionals

Finate Solutions provides over 50 years of combined practical experience to financial representatives looking to recharge their practices by changing their broker dealer relationship.

By leveraging 0ver 100 broker dealer relationships, elite financial representatives can work with a group that understands the nuances of the financial services industry.

Along with a rigorous due diligence model, our team identifies a clear forward-moving strategy.

Our practice acquisition division utilizes a highly customized approach with a strict emphasis on identifying and representing “best in class” offices. Our approach focuses on representing offices with a proven ability to generate revenue and add value.

Practices are selected from our extensive network of relationships with large corporate institutions to individual boutique firms.  All practices go through an extensive valuation process that provides multiple industry-accepted valuations.

Our team is highly experienced in coordinating and working with both sides of the transaction.