Breakaway Advisors/RIA Launch

Congratulations on choosing independence! While on your “Lewis & Clark” expedition exploring independence, Fusion is your trusted ally and guide.  We work through a proprietary model selection process to zero in on the ideal model fit for your clients, your business, and your personal goals.

By selecting Fusion as your guide, you harness an indispensable resource to have on your team to help you navigate through critical business decisions for Breakaway Advisors/RIA Launch.

RIA Setup

Fusion Proprietary Model Selection Process to provide selection support:

  1. Go it alone – Launch RIA
  2. Align with a Platform Provider
  3. Join an Aggregator
  4. Branch Office – “Hub & Spoke”
  5. Merge/Tuck-in
  • Investment Portability
  • Custodial Selection
  • Deal Negotiations
  • ADV Filing and Compliance Guidance
  • Legal Support
  • Technology Consulting
  • Billing and Client Reporting
  • Merger Assessment
  • Transition Planning and Execution
  • Pro-forma P&L
  • Working Capital/Financing
  • Staff Talent Assessment

Corporate Retained Services

Simply put, we help businesses advance their growth. You harness the talent of proven executive leaders with nearly 40 years combined experience to help you get to the next level.

  • Management Consulting
  • Strategy Development
  • Business Plan Execution
  • Collateral review
  • Executive Thought-Leadership
  • M&A Strategy
  • Marketplace Intelligence
  • Strategic Alignment
  • Pipeline Stage Management
  • Recruiting

M&A

Whether you are a national firm seeking to further your growth expansion, a seller seeking trusted guidance, or your first acquisition, Fusion can help you execute the decision to buy, sell or merge business.

  • Pre-transaction optimization
  • Post-transaction support
  • Wirehouse acquisition and transition
  • Enterprise Value enhancement
  • Succession plan design and implementation
  • Monetization solutions
  • Strategy
  • Organizational alignment
  • Pipeline introductions and management