How We Help
CORE SERVICES
We focus on identifying right-fit partnerships — cultural, strategic, and economic — so you can grow without losing your identity.
Strategic Growth & M&A Advisory
We guide firm owners through valuations, tuck-ins, mergers, and equity partnerships while protecting independence.
From positioning and valuation to deal structure and execution, we support both buy-side and sell-side decisions across the full transaction lifecycle.
Capital & continuity solutions
We connect RIAs with investor and lending partners who understand advisory businesses.
Whether you need debt, equity, or strategic capital, we help you scale and plan for succession without giving up control.
Talent & Leadership Development
The right people make or break long-term success.
We help firms identify, recruit, and align advisors and operational leaders who fit your culture and vision — with no retainers, just results.
Succession & Exit Strategy | Legacy Planning
There is no one-size-fits-all sunset plan.
Whether internal or external, we bring the right partners to the table and provide success-based representation so transitions happen on your terms.
Transition Planning
Proven playbooks for wirehouse-to-independence moves, with client retention rates exceeding 90%.
Practice Optimization
From compensation structures to client segmentation and workflow systems, we apply data-driven insights to help firms scale efficiently and profitably.
The opportunity
When independence and M&A are structured thoughtfully, firms unlock:
- True Equity Ownership — finally owning the business you’ve built
- Higher Valuations — open-market multiples vs. sunset programs
- Succession Flexibility — sell, merge, or build internal continuity
- Inorganic Growth — access to books and teams not otherwise available
- Client Freedom — control over brand, experience, and service model
Why Firms Choose AMGF & Lids Consulting
No retainers, no pressure — success-based model only
A partnership approach aligned with your long-term vision
Institutional Experience
Multiple $10B+ transactions closed.
DEEP EXPERTISE
Deep expertise in RIA deals under $1B AUM, where guidance matters most.
Total Transactions
ANNUAL PLACEMENTS
How We Work
- Schedule a confidential call
- Assess your goals and options
- Identify right-fit paths and partners
- Execute with confidence and discretion
Contact
Schedule A Confidential Call
Let’s talk about your next step. Whether you’re seeking capital, planning succession, or positioning for acquisition, we can help you chart the right course — and execute it with confidence.
Your Future. Your Equity. Your Legacy.
A. M. GUIDANCE & FINANCIAL SERVICES
Through our collaboration with Lids Consulting, AMGF delivers a rare combination of human-capital expertise and institutional M&A strategy, empowering boutique firms to compete and grow while remaining independent.
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