Usg Consulting

USG Consulting works with financial advisors, teams and RIAs who are planning a change and want the move to be structured, low-friction and client-safe. We help with: – Changing broker-dealers or RIA platforms – Buying or selling a book of business – Structuring mergers, tuck-ins and succession plans – Launching an independent firm or RIA – Valuation, deal terms and transition strategy Our role is to sit on the advisor’s side of the table – mapping options, negotiating economics and building a transition plan that protects client relationships, revenue and reputation. For advisors considering a move or exploring their options, USG provides discreet guidance, practical playbooks and introductions to aligned counterparties.