Enhancing Independent Advisors Enterprise Value For Future Retirement

  • Bundling Advisors
  • Integrating Institutional Expertise
  • Maximizing Enterprise Value

Our Company

Equity Enhancement Partners (E2P), specializes in assisting Financial Advisors managing $25-$150M in AUM with business sale strategies that align with their current and future retirement goals.

Our Mission

To enhance every financial advisor's enterprise value by providing standardized asset management solutions to generate a premium exit value for their life's work.

Advisor Constraints

01

Many advisors are nearing retirement and experiencing languishing business enterprise value for their life's work.

02

Advisors managing less than $150M in AUM find tapping into exclusive purchaser networks challenging to achieve their enterprise value.

03

Unlocking the advisor's enterprise value requires implementing professional asset management with similar bundled advisor cohorts.

Our Focus

1
Institutionalize advisor's business for scale
2
Allow advisor to focus on client acquisition
3
Reduce advisor's operational costs through network effects
4
Unlock advisor's enterprise value for future exit

E2P Promise to Participating Advisors...

Let's Talk
1
Increased Earnings
2
Decreased Expenses
3
Enhanced Enterprise Value
Let's Talk