There are many components associated withmorenumbers the acquisition of a division or an entire Registered Investment Advisor.  We can provide assistance in reviewing for completeness, calculating, or evaluating the composite or track record.  This is a custom solution to give the acquiring firm or individual additional confidence in the value of the acquisition.

Specifically we can assist with the following types of Due Diligence:

  • Review of Books and Records
  • Calculate a Composite or Personal Track Record
  • Consult regarding integrating assets into a GIPS Compliant structure
  • Accounting System integration