Michael Rubel
Senior Transition Consultant
- Role
- Senior Business Consultant at Elite Consulting Partners
- Location
- Asbury Park, NJ, US
- LinkedIn followers
- 500 followers
About Michael Rubel
Elite Consulting Partners is an advisor transition consultant, business consulting, and…
Experience
Senior Business Consultant
May 2022 — Present · Moorestown, NJ, US
Elite Consulting Partners is an advisor transition consultant, business consulting, and broker-dealer M&A firm focused on providing strategic advice and solutions to the financial services industry.We 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 head-count, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages.Elite Consulting Partners serves as your strategic consulting partner, within the financial services industry to maximize the value of your business during a transition, growing your revenue through advisor acquisition, and exploring other opportunities to monetize the value in your business. We serve as the bridge connecting advisors and businesses to unbiased actionable opportunities. We deliver competitive consulting intelligence to maximize your revenue and increase the equity within your practice or business.
Skills
- Retirement Planning
- Due Diligence
- Equities
- Budgets
- Portfolio Management
- Investments
- Asset Allocation
- Risk Management
- Etfs
- Sales
- Accounting
- Valuation
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