These dealers work on a flat fee model, so as you grow your business the cost of running it does not increase. They also have charges for technology, insurance, etc. - that are normal to the industry.
Yes, affiliates of Lorne Park Capital Partners offer a wide range of high net worth solutions.
We are able to do business across Canada.
Yes, our business model revolves around providing a succession plan for clients and advisors, whether the need is imminent or far in the future.
We will work with you to design a plan that ensures you maximize the value of your business for you and your family.
Through the contact portion of the website or you can call Ron Kassies at 844-990-7500 ext 229 or email him at firstname.lastname@example.org
Our model works best on book sizes over $40 million.
We would like to see your most recent audited financial statements along with a listing of your asset base.
We base the valuation on your annual revenue.
We partner with you by buying a portion of the revenue that your business generates.