AMULET CONSULTING GROUP, LLC
Services
Advisory Firms, Multi-Family Offices, Banks & Broker Dealers
Advisory Firms, Multi-Family Offices, Banks & Broker Dealers
Advisory Firms, Multi-Family Offices, Banks & Broker Dealers
Amulet Consulting Group advises wealth management and financial services firms during periods of growth, transition, and strategic change. We help owners, executives, and leadership teams evaluate opportunities, make informed decisions, and translate strategy into execution.
- Strategic Growth Guidance and Planning
- 1-3-5 year Valuation Expansion Program
- Advisor in Transition Consulting: Make Informed Decisions & Control Your Destiny. Full Project Planning, Technology Evaluation/Selection, & Transition Support.
- Specialized Market Studies, RFI/RFP vendor / technology partner improvement due diligence & management process.
- Cash Sweep Program Consulting
M & A Consulting & Valuation
Advisory Firms, Multi-Family Offices, Banks & Broker Dealers
Advisory Firms, Multi-Family Offices, Banks & Broker Dealers
M&A, Succession and Ownership Transition
- Acquisition strategy and target development
- Buyer and seller readiness
- Valuation and deal-structure analysis
- Evaluation of prior opportunities and transactions
- Due diligence preparation and support
- Succession and continuity planning
- Negotiation and transaction coordination
- Post-transaction integration and accountability
Strategic Growth Consulting
Customized strategic business development & distribution consulting to help you reach your audience within the financial services ecosystem.
Recommended for growth-oriented advisory platforms, product and solution providers seeking expansion within the space.
Human Capital
Targeted Search to help you hire the best talent - COO / CCO, management, operations and administrative roles.