What Business Owners Ask You:
- "Can you help me value my company?"
- "How should I structure this acquisition?"
- "What are the tax implications if I sell?"
- "I need interim CFO help"
- "Can you review this buyer's offer?"
Compete with Goldman Sachs for $20M+ Clients
The business services platform that helps you win and retain ultra-high-net-worth business owners.
Partner with professionals who have worked institutions like:
You Know the Problem
Why They Choose Wirehouses:
- Full business services platform
- M&A advisory capabilities
- Tax strategy expertise
- Lending and credit facilities
- One-stop comprehensive solution
What if you could offer the same capabilities and even more?
The Founders Wealth Group Advantage
$25B+
M&A Transaction Experience
Pros
with Experience as Investment Bankers and CFOs
Exclusive Partnerships
20 Partner Limit Nationwide
Your Complete Business Services Platform
AI Business Assessment Tool
- 20-factor analysis uncovers opportunities
- Your branded lead magnet
- Identifies service needs instantly
Expert Network + Support
- Pre-vetted specialists on demand
- We join your prospect calls
- Goldman/Merrill Lynch pedigree
Business Leader Briefings
- Quarterly webinars on M&A trends
- Position yourself as the authority
- Co-branded with your firm
Flash Alerts
- Time-sensitive QSBS updates
- Tax law changes that matter
- Make yourself indispensable
Partnership Structure
You're a Perfect Fit If You Have:
- $5B+ in AUM
- 100+ business owner clients/prospects
- Growth-minded leadership
- Commitment to serving founders and business owners
Terms:
- Monthly platform fee
- 6-month initial commitment
- Clients pay for services directly
- First month free for founding partners
- Exclusive territories available
Let's Explore Partnership
"In 30 minutes, we can show you how to compete with Goldman Sachs for your next $20M+ client."