Advisory Services

Intersection Advisory delivers strategic support for advisors and firms facing complex transition, ownership, and growth decisions.

Core services include career strategy, equity valuation, succession planning, M&A advisory, and firm development, each tailored to the advisor's current stage and goals.

Career engagements cover platform assessment, compensation and equity negotiation, and transition planning for advisors evaluating independence or strategic moves.

Ownership engagements cover defensible valuation context, buy-sell and partner structuring considerations, successor readiness, and transition design.

M&A engagements support buy-side and sell-side strategy, buyer-fit evaluation, diligence preparation, negotiation planning, and integration priorities.

Most mandates span multiple areas, and implementation support stays in place from strategic recommendation through execution.