For Owners Considering a Sale
How We Work
You built your firm once. You will likely sell it only once. We have sat on every side of that table — advising sellers, evaluating firms from the buyer's seat, and, in our founding principal's case, building, scaling, and selling an RIA of his own.
That experience shapes everything about how we work. A sale is not a transaction to us; it is the moment your life's work passes into new hands. So we build the entire process around what owners actually care about: finding the right partner, realizing full value, reaching a confident close, and protecting the firm and the people inside it every step of the way.
Our Four-Step Process
Great outcomes are made long before a deal is signed. The work that protects your value happens up front — in preparation, not improvisation. Our process moves through four steps, each building on the last.
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01
We get you current
Industry Analysis
Most owners haven't looked closely at the M&A market since they built their firm, and the market has changed. We bring you up to speed first: where valuations sit today, how deals are actually structured, the kinds of buyers active right now, and the integration models behind them. You make better decisions about your future when you can see the whole landscape — not just a headline multiple.
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02
We unlock your value
Financial Discovery
Buyers form their view of your firm from your numbers, so we make sure your numbers tell the true story. Working alongside you, we recast your financials into a clear, defensible picture of earnings, supported by the analysis and metrics a serious buyer will expect to see. We bring Big Four–caliber accounting and diligence support to this work, so what we present holds up to the toughest quality-of-earnings review. The result is a firm valued for what it is genuinely worth.
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03
We find the right fit
Partner Identification
We don't broadcast your firm to a long list of names or fill your calendar with buyer calls that lead nowhere. From the outset we build a highly targeted list of potential partners who match the profile you care about — culture, client service, autonomy, growth, and economics — and we focus the process on the firms most truly compatible with what you've built. Fit first; value follows.
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04
We run the process, end to end
Go-To-Market
With your story prepared and the right buyers identified, we take your firm to market and manage every step: first conversations, information sharing, indications of interest, management meetings, and competing bids. We create genuine competitive tension so buyers put their best foot forward, we lead the negotiations and deliver any difficult messages, and we work hand-in-glove with your attorney and other advisors through the legal documentation, so the deal closes cleanly. You stay focused on your clients; we carry the deal to the finish line.
What We Carry, and What Stays With You
Selling your firm should not become a second full-time job. We take on the work that wins the outcome, and we keep what only you can do appropriately in your hands — always prepared and supported, never dropped in your lap.
Gorman Jones leads
- Your marketing materials and the confidential information memorandum buyers rely on
- The financial recast, the analysis, and the data behind your numbers
- The data room and the flow of information to buyers
- Buyer outreach, the bid process, and the competitive tension that drives value
- Negotiations and any difficult messages along the way
You and your advisors hold
- Every decision along the way — we'll provide insights and our honest counsel at each step, but the final call is always yours
- Your perspective on your story, your people, and your priorities — the context we use to frame your numbers and shape the partner search
- Communications to your clients and team — supported by our experience
- Running your firm, while we run the sale
What Our Clients Say
April 2026
merged with
Gorman Jones served as exclusive financial advisor to Covenant Partners
We built this firm over nearly three decades on discretion and trust, and we wanted to find partners the same way. Gorman Jones ran the process the way we run our practice. A few of the right conversations, handled quietly, and it ended with a partner who genuinely fits.
February 2026
sold to
Gorman Jones served as exclusive financial advisor to Alpha Cubed Investments
Rush knows who the buyers are and how they think. The Gorman Jones team anticipated every question before it was asked and knew where to push on our behalf, and it showed in the outcome for our team and our clients.
December 2025
sold to
Gorman Jones served as exclusive financial advisor to Burt Wealth Advisors
Forty years in business means forty years of history to explain, and Gorman Jones prepared ours so thoroughly that nothing in diligence came as a surprise. Gorman Jones brought a level of organization and preparation that made a complex process feel comfortable and easy, allowing us to focus on what mattered most: finding the right home for our clients and our team.
November 2025
received a minority investment from
Gorman Jones served as exclusive financial advisor to Greenwood Gearhart
We weren't selling the firm. We wanted a partner who would back our growth and respect our independence. Gorman Jones understood that distinction from the first conversation and shaped the process around it. We got the capital, and we kept the firm.
February 2025
sold to
Gorman Jones served as exclusive financial advisor to Criterion Capital Advisors
You only sell your firm one time, and it mattered to us that Rush had experience building and selling his own. That experience was evident throughout the process. If we had to sell the firm again, the Gorman Jones team would be our first call.
Get in touch
The best outcomes start long before a firm goes to market. If you’re thinking about a sale, we’d love to talk. A first conversation carries no cost or obligation, and everything you share with us stays confidential.