Many advisors reach a point where they feel constricted at their current firm. The next move may seem daunting. At Revive Consulting+, we help you sift through your options and together, we find what works best for you and your practice. Changing affiliation models is a monumental career decision. Through our approach, we offer our unbiased expertise as we guide you through the lofty process towards independence. 

Our goal is to find the best option for your journey and make that transition as seamless as possible. 

Growing your practice into a business is key in achieving sustainability, longevity, and reputation. We help you explore inorganic and organic growth options and create enterprise value with scalable and sustainable solutions. We work with wealth management firms to develop a solid infrastructure with workflows, processes, and technology to better support advisors. 

We educate you on the tech landscape, your options, and train you on its tools so that you can provide a digital experience that exceeds client expectations. Through these gained efficiencies, advisors can focus on revenue generating activities and most importantly, their clients.

Accomplish your goals and continue your legacy through practical succession planning. At Revive, we go beyond the theoretical surface; our plan digs deep and structures relevant and measurable steps so that all generations of leadership can carry it out on a 

day-to-day basis. 

Whether you are selling to a next-generation advisory team, a new management team, or a third party, our holistic roadmap guides you through the process to ensure a seamless transition, along with maximized value and a lasting client legacy.