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.
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.
Many advisors are nearing retirement and experiencing languishing business enterprise value for their life's work.
Advisors managing less than $150M in AUM find tapping into exclusive purchaser networks challenging to achieve their enterprise value.
Unlocking the advisor's enterprise value requires implementing professional asset management with similar bundled advisor cohorts.