Why Advisors Partner
with Boston Harbor


THE BOSTON HARBOR DIFFERENCE

Whether you are looking for a succession plan to provide continuity for your clients, employees and family or want to maintain independence and run your business indefinitely, there are four common reasons amongst a host of many others why advisors choose to partner with Boston Harbor.

Our Difference

EXPERIENCE – THIS IS NOT OUR FIRST RODEO.

In more than a decade of recruiting, we have completed a variety of deals including immediate sales, partial sales, long-term buyouts, and affiliations. Our M&A experience helps advisors feel confident that their practice, along with their clients and employees are in good hands. We have moved advisors from a variety of independents, major wirehouses, regionals and banks including Morgan Stanley, UBS, Bank of America, Wells Fargo, LPL, Ameriprise, Edward Jones, Securities America, Charles Schwab, Lincoln Financial and USA Financial.

PERSONALIZED APPROACH – YOUR PRACTICE. YOUR TERMS.

You know the saying about square pegs and round holes – they don’t fit. Our industry is full of companies trying to recruit advisors to join their firm. The issue is very few companies take the time to understand what matters most to you. Our competition – regional managers, recruiters, search firms – approach each deal as a transaction and will do anything to “land a recruit,” including making promises they can’t keep. Our approach is different; we are 100% committed to understanding your needs and goals. From there, we design a customized plan that offers flexible terms, deal structure, and timeframe. We view this as a long-term relationship because we are going to work alongside you and stand by the commitments we make.

COMPENSATION – MONEY MATTERS.

Let’s face it, money matters. If you’re considering selling your business, you need a partner that is willing to provide an attractive valuation and flexible terms. If you are looking to affiliate, transition money and net payout have to be part of your considerations. The good news – our valuations and payouts are extremely attractive.

TOOLS AND RESOURCES – INDEPENDENCE…WITH BENEFITS.

All entrepreneurs, including advisors, seek control and independence. So why is it so many advisors have yet to “breakaway”? The simple reason is running an independent business is hard. It requires an incredible investment of time and money to build and operate, which could take you away from the reason you became an advisor – to help clients. Our extensive solutions offer industry-leading business and client resources including full-service HR, outsourced compliance and business management along with turnkey systems for investment management, financial planning and marketing all on a fully integrated technology platform.