​If you have a contract or a long term note, including one that is expiring, it is often possible to renegotiate its terms. If you do not have a contract that you know about, it makes no difference. You may be able to obtain a retention package from your firm. The amount of assets or revenue does not matter -- we are currently engaged on assignments with Advisors managing $100M range to over $10B.

 

 

For over 24 years, confidentiality has been the cornerstone of our business. Inquire here.