Elite Consulting Partners

Elite Consulting Partners

Financial Services, Moorestown, New Jersey, United States, 51-200 Employees

therealfranklarosa.com

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phone no Phone Number: +18*********

Who is ELITE CONSULTING PARTNERS

Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services indus...

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industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Elite Consulting Partners Org Chart and Mapping

Kristine Dickinson

Chief of Staff and Executive Assistant to the CEO

VP-Level

Kaylor Bankler

AVP - Corporate Services

Employees

Kevin Frank

Business Development Consultant

Lauren Subia

Social Media Marketing Associate

John Storz

Transition Consultant

Michael Brannon

Senior Transition Consultant

Dale Dempsey

Chief Operating Officer

Thomas Powers

Director of Business Development

Lorye Craver

Payroll and HR Administrator

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Frequently Asked Questions Regarding Elite Consulting Partners

Answer: Elite Consulting Partners's headquarters are located at Moorestown, New Jersey, United States

Answer: Elite Consulting Partners's phone number is +18*********

Answer: Elite Consulting Partners's official website is https://therealfranklarosa.com

Answer: Elite Consulting Partners's revenue is $10 Million to $25 Million

Answer: Elite Consulting Partners's SIC: 6282

Answer: Elite Consulting Partners's NAICS: 523940

Answer: Elite Consulting Partners has 51-200 employees

Answer: Elite Consulting Partners is in Financial Services

Answer: Elite Consulting Partners contact info: Phone number: +18********* Website: https://therealfranklarosa.com

Answer: Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.

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