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Michael Rubel
Senior Business Consultant at Elite Consulting Partners
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Work Experience
Senior Business Consultant
May 2022 - Present · 2 years and 7 months
Vice President Financial Advisor
Feb 2020 - Oct 2021 · 1 years and 8 months
Senior Vice President - Financial Advisor
Jun 2015 - Feb 2020 · 4 years and 8 months
Company Details
Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.
Year Founded
2011
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
301 North Church St. Suite 226 Moorestown, NJ 08057, US
Keywords
RIA ConsultingAdvisor TransitionsAdvisor RecruitingBroker-Dealer M&ABreak-Away AdvisorsRIA Roll-upsOutsourced BD RecruitingOSJ Roll-upsTerminated AdvisorsExpert Witness Services
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