At Pareto Systems we have established the BPS Network which is a community of like-minded advisors who have adopted best practices and have a mindset of stewardship over salesmanship. They are either looking to buy from, partner with, or sell to another advisor.
Because of our immense network of contacts and our growing community, we can make introductions to potential Buyers, Partners and Sellers. Through our ongoing coaching and consulting deliverables, we constantly interact with advisors who inquire about future opportunities like scaling their business, looking for an exit or a succession plan.
Advisors in the BPS Network will be introduced to those that that meet the rigorous BPS fit criteria, and align with what they are looking for. If you are looking to buy, partner or sell, and want to ensure you are aligning with top professionals in the industry you have come to the right place. Take the next step in ensuring the right introduction, and complete the BPS Profile by clicking the button below.
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Pareto Systems has developed and refined a process that enables advisors to predictably and professionally position themselves for a successful transitional outcome.
For Buyers - our process will enable you to build a franchise-ready playbook deploy scalable best practices within a new business both to elevate the client experience and maximize the value of your new asset. This process can be replicated more than once.
For Partners - our process will enable you to establish a good fit with a new partner and ensure that 1 + 1 can equal 3 using a proven and client centered approach.
For Sellers - our process will enable you to stage your business to ensure maximum value and secure your legacy by ensuring that your clients are well cared for after the transition.
If you are interested in learning more about how we help buyers and sellers ensure a successful transitional outcome through our proven consulting process, schedule a call with us today.