Confidential · No Obligation
A confidential conversation about your strategic objectives.
One conversation with a principal: what you want a transition to accomplish, what the current market would likely deliver for a firm like yours, and whether those two things line up. No documents required. No obligation created. And if the honest answer is “you’re not ready, and waiting will serve you better” — that’s the answer you’ll get.
Request a confidential conversation
Only the essentials are required — everything else is up to you.
Confidential. No obligation. A principal replies within two business days.
Prefer to start by phone or email? (615) 924-0655 team@gormanjones.com
What happens when you submit
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A principal reads it.
Your note goes directly to the Gorman Jones principals — not to a sales queue, not to an automated sequence. We respond personally within two business days.
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We talk.
A scheduled call, typically 30–45 minutes, at your convenience. No preparation needed and no documents requested — the first conversation is about your goals, not your P&L.
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You get a candid read.
Where firms like yours are trading, what would likely drive your range up or down, and what we’d do in your position — including when the right move is to wait.
What confidential means here
- Your inquiry is never shared, sold, or added to any list.
- Submitting this form does not subscribe you to anything. You will hear from a person, once — and only again if you ask us to.
- You don’t need to name your firm to start the conversation. Tell us on the call if you prefer.
- If we ever exchange financial information, it happens under NDA — ours is available before you share anything.
- We work for sellers. We are not building a buyer list, and your information is never marketing material for the other side of the table.
Who’s on the other end
Gorman Jones is a family-run firm: Rush Benton — the only RIA investment banker who has also been a wealth advisor and the CEO of an RIA that acquired and sold firms — and principals Clark Benton and Jack Benton. Between them: 70+ transactions, Wall Street and Big Four training, and a firm built deliberately around the seller’s side of the table.