Let's Talk.

Gain a more complete understanding of how M&A is impacting the Retirement industry and the state of your business relative to the broader marketplace.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Frequently Asked Questions

What is covered in our initial discussion?

We want to meet you and understand the business that you have built. The retirement industry has undergone a large shift in service, consolidation and fee compression. We'll cover the current landscape, the options presented to a currently independent advisor and what's driving firm values to unprecendented heights.

How long is the average partnership (acquisition) process?

We prioritize more than just finding a partner with an attractive financial offer. We have seen time and again the importance of a good culture, business and financial fit with the average start to finish between 6 and 12 months.

What's your past experience with Retirement Advisory Firms?

We are the most experienced M&A advisor with clients in the retirement industry for a reason. Our clients businesses are our business and we have been fortunate to serve as advisor to many of the most well-known Retirement Advisory Firms, from Mega-platforms to single-producers, as they selected new partners.

Does Wise Rhino Group provide consulting services as a standalone service?

Yes. We support some of the most well-known retirement advisory firms in an ongoing relationship, completely separate of M&A advisory. This may entail benchmarking of your firm and business practices, annual valuations, and access to our webinar series including top industry peers.