Strategic Transitions for Experienced Advisors
We support mid-career and senior advisors as they evaluate, prepare, and execute career-defining moves, with discretion, structure, and advocacy from start to finish.
We Help You Move
with Confidence
Advisors don’t just need options, they need insights, guidance, and a clear path forward.
Firm Matching & Platform Mapping
We present vetted options based on your goals, comp targets, and ideal structure.
Transition & Onboarding Strategy
We create a clear roadmap for onboarding, client communication, and operational prep.
Negotiation & Deal Structuring
From payouts to team roles to equity—we help protect your long-term interests.
Book Retention Strategy
Ensure smooth client migration and minimize revenue disruption.
Exit Prep for Legacy Firms
For those leaving wirehouses or nationals, we navigate compliance, legal, and non-solicit complexities.
A Guided Process That Puts You First
Step 1
Discovery
Session
We learn what’s working, what’s not, and what your next chapter should look like.
Step 2
Custom
Platform List
You receive a curated comparison of firms aligned with your values and growth goals.
Step 3
Due Diligence & Strategy
We facilitate intros, structure the move, and build a timeline that protects your book.
Step 4
Negotiation & Transition
We help you close the deal, prepare your clients, and hit the ground running in your new home.
Advisors Reach Out When…
There’s usually a trigger that signals it’s
time to explore your options.
- You're hitting ceiling after ceiling in your current setup
- Comp plans changed and payout dropped
- The firm was acquired and the culture shifted
- Your team is growing but the infrastructure isn’t
- You’re ready to own equity and build real value
What Advisors Say About Working With Revolt
“They helped me evaluate five firms side-by-side, think through every angle, and negotiate a move that changed my practice. I wish I called them two years earlier.”
— Managing Director, Atlanta
Let’s Talk About What’s Next
No pressure. No push. Just a confidential call to explore your options and clarify your path forward.
