Overview

Bluespring Wealth Partners acquires high-performing advisory firms throughout the US and create a true partnership to enhance growth and efficiency. We invest in firms where we can make partial or full acquisitions and are backed by one of the premier private equity firms in the industry. Our growth is due to our flexible and entrepreneurial approach where you continue to run the firm and we assist where needed. The best fit for our platform is a planning focused, ensemble firm, that is growing and has successor advisors. Whether your motivation is to take chips off the table, grow your firm, or have a concrete succession plan, we can help.

• Flexible payout that can be all cash or include stock
• Take back-office tasks off plate like HR, payroll and accounts payable
• Favorable upfront payout with earn-out optimization.
• Assist with future growth through marketing and sub-acquisitions
• Find and/or train successor advisor for your firm

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