Partner With Us

You poured your heart and soul into building your business. There have been early mornings, late nights, and long weekends spent developing a successful practice that can serve your clients’ best interests by safeguarding and growing their hard-earned wealth.

But, have your job responsibilities evolved into something you no longer enjoy? Do you have the time, energy, interest, capital, and the know-how to take your business to the next level? Who is helping to look out for your best interests?

We believe in partnering with advisors and firms to help create their ideal future. We primarily focused on organic growth since our founding in 1986. We also found success and growth opportunities through Mergers and Acquisitions (M&A). Through a selective process we have been able to acquire firms with top talent that desire to grow, address succession planning needs, obtain liquidity, and enhance the value proposition they offer their clients and team.

The decision to partner with a firm like Savant versus go-it-alone is one of the toughest and most important business decisions you will make. To help you evaluate the potential benefit of combining with us, we recommend you consider the following:

Should I Partner or Sell?

The decision to remain independent vs. partnering with or selling to a larger firm is one of the most important decisions you will make for yourself, your family, your clients and your team. Will this deal free you up to pursue more clients? Does the firm have the resources, expertise and capabilities that will allow you to attract larger clients with more complex needs? We created a checklist to help you evaluate whether it makes sense to remain independent or partner with a larger firm.

Click Here to Download the Checklist

How Do I Evaluate a Potential Partner?

If you decide to sell or partner, there are many important considerations to evaluate such as, which partner offers the best fit. When seeking potential partners, it’s critical for you to look beyond the financials of any potential deal to ensure the firm shares the same fundamental values and philosophy when it comes to service delivery and the overall client experience. Make sure your corporate cultures align – nothing will make an acquisition unravel faster than a clash of cultures. Most importantly, make certain you and your partner have a shared vision of success. Download our Potential Partner Checklist for a full list of questions to help you evaluate the right potential partner for you, your team, and your clients.

Click Here to Download the Checklist

At Savant, we’re committed to helping you discern your unique vision of an Ideal Future and, if we are a good fit, partnering with you to make it a reality.