Selling your firm is among the most important business decisions you’ll ever make — and likely a once-in-a-lifetime event. With more than 100 successful transitions behind us, we are a partner you can rely on to guide you forward. Our goal is to provide a seamless and positive experience for all involved. We recognize that the business you’ve built is not just an asset, but also the result of years of hard work and dedication. As your trusted partners, we’re committed to honoring that legacy while helping you realize its new future.
From the first conversation to the final integration, here’s what you can expect every step of the way.
There’s a reason so many top-performing RIAs are considering partnerships today. It’s not about giving up independence – it’s about gaining capacity for growth.
Getting to Know Each Other and
Navigating the Process
Your first contact with Mercer Advisors will be with a member of our M&A Partner Development Team, which is responsible for starting the conversation with potential partners.
If there is mutual interest by both parties, the next step is to meet with one of the principals of our M&A team. We will provide you with an in-depth understanding of what it would mean to join Mercer Advisors, while getting to know more about your firm and answering all your questions.
Once we mutually agree we’re a great fit, we’ll work in close communication to make sure the transaction process goes smoothly.
We’re not here to flip a switch. We guide firms through the change, one step at a time.
Integrating into Mercer Advisors
Our transition plan will address all areas of your business. Our Integration Team will work with your team to help ensure that the process moves smoothly during the transition period.
Integration will happen in a phased approach with strong collaboration to make sure you, your team, and your clients are comfortable throughout the transition. Our integration timeline typically spans about 12 months, but you set the pace.
Your Success Journey, in Three Phases.