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Summary

DeVoe & Company Headquarters in San Francisco, CA. Accelerate Your Organic Growth

Description

DeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations.

We are committed to creating transformational change for wealth management and investment management advisors. We provide comprehensive advisory services to help our clients accelerate their ability to achieve their goals.

Our services include:
- Consulting
- Business Strategy
- Succession Planning
- Human Capital / Compensation
- Transitioning in New Partners
- Coaching
- Guidance on Capital and Lending
- Mergers, Acquisitions, and Sale Transactions
- Valuations

 

Details
  • Services (Type)
    - Broad-Based
  • Services (Model)
    - Project, Managed Service/ Outsourcing
  • Size of Firm
    - 10 to 24
  • Target Market (Industry)
    - Various Industries
  • Target Market (Client Size)
    - Small to Medium Business
  • Target Market (Region)
    - United States
Contact Details
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