We are affiliated with respected industry organizations that support best practices in M&A so we can offer our clients the services they need to achieve their goals..
GT Securities
We offer our investment banking services for securities related transactions through GT Securities. GT Securities Is A Modern, Tech-Driven Investment Banking And Broker-Dealer Platform.
Legacy Wealth Management
We help with tax-smart investment strategies for our clients through Legacy Wealth Management. Legacy is one of the leaders in private placements fund offering for accredited investors. We offer Endowment Model for our clients that have been used by large institutions such as Insurance Companies, Banks, Billionaires and University endowments for generations. As fiduciaries, we execute our duties prudently with care, skill, and thoroughness. A fiduciary is held to the highest standard in the financial industry..We
have a duty to preserve good faith and trust. Fiduciaries are legally and ethically bound to act in others’ best interests.
M&A Source
The M&A Source offers strategic education & content to elevate M&A advisors to better serve their clients. Our goal is to ensure all M&A advisors know and work toward best practices in middle market transactions. Since its founding in 1991, we strive to be “the source” for all those working on mergers & acquisitions transactions, including CPAs, attorneys, investment bankers, business sellers, and others. This international organization currently has more than 420 members.
Exit Planning Institute (EPI)
We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 800 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future.
