Exit Strategy
Worried that you’re out there all alone?
At Utica Capital, we have come to realize the truth of the idiom "Bigger Is Better."
We live in an environment of increasing regulation and litigation. In many practices, it is only a matter of time before we must deal personally with these issues. It has just become a precarious endeavor to "go it on your own." It truly makes good business sense to align yourself and your practice with like minded, client oriented associates who maintain the same personal and business values as you. It’s not only safer, but it’s just more fun and significantly more productive. An affiliation or merger of your practice may be for you? Give us a call to discuss the options.
Utica Capital Transition Support
A new service designed to assist the independent advisor in developing a transition strategy and creating the greatest value and continuity for that advisor’s practice and clients. We are seeking select business partners.
Tired of Being a "One Man Band?"
We have also experienced, in real ways, the economies of scale.
Scale allows you to access the latest and best tools available to meet the ever changing needs of your clients. The requirements to maintain an effective practice certainly involve constant acquisition of the latest technology, earnest due diligence and painstaking compliance. Sharing the cost of maintaining those necessities as well as facilities and staff makes more and more business sense. Scale can also significantly increase the value of your practice. The whole is more valuable than the individual parts. An affiliation or merger of your practice may be for you? Give us a call to discuss the options.
Ready to Retire or Sell Your Practice?
We can help.
Utica Capital is sincerely interested in working with you. Your interest may be in simply increasing the value of your practice, conversion to fees, retirement or business succession. You may have an interest in an affiliation, a merger or even the sale of your practice. In any scenario we have the resources, experience and expertise to help. Give us a call to discuss the options.
Utica Services
Full Brokerage Services
Investment Advisory Services
401k and IRA Rollovers
401k Advisory services
Insurance products and advice
Income Planning
Retirement feasibility studies
We offer a wide range of services from rolling over your retirement account to managing a your entire investment portfolio our team at Utica Capital is ready and willing to help you.
