Turning transactions
into transformations

Buying or selling a financial advisory practice is one of the biggest deals of your life, but it’s not just a transaction – it’s a transformation.

Welcome to Acquisitions Advisory,

The mergers and acquisition division of Dynamic Directions.

From concept to completion, we’re here with strategic merger and acquisitions guidance you can trust.

Do you feel like your head is spinning and you just want to focus on the big picture and let someone else hammer out the details?

D2 can help when:

  • You want to grow as fast as possible, so you’re thinking about buying a practice.
  • You’re looking to sell all or part of your practice to fit with your strategic plan.
  • You want to create a succession plan so you’ll be ready to ensure your legacy no matter what may come.
  • You’re looking for nuts-and-bolts legal agreements and entity plans to protect your business.

    No need to stress. We’ve got your back.

    Woman smiling over her shoulder.

    Here’s our focus:

    Buying

    Ready to build your practice through acquisition? We can help!

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    Selling

    Ready to sell your practice?
    We can help maximize your profit.

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    Succession

    Ready to move on?
    We can create a succession plan to ensure your legacy.

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    Entity and Agreements

    We can help with all the important agreements that go along with running your business, including a purchase or sale.

    Discover More
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    Trusted for More than a Decade

    With more than a decade of experience in acquisitions, teaming, continuity, and succession planning, we can guide you through the entire complex process – from the first inkling of an idea to the last signature on a dotted line.

    More About D2

    WHAT OUR CLIENTS ARE SAYING

    "My decision-making skills have certainly increased over the past six months, and my optimism with where we are now as a team has not been this strong in a long time. I am grateful for the knowledge and experience."

    - Paula Dougherty, Private Wealth Advisor
    Springfield, MO

    “The number one thing D2 has helped me with is accountability. They make me think about the solutions that are necessary for myself personally, and for my entire practice and for my team.

    The results have been wonderful and the investment in D2 is one hundred percent worth it. 

    - Ed Poach, Private Wealth Advisor, CEO, FORTIFY Private Wealth Management
    Canonsburg, PA

    “Working with Dynamic Directions has made a huge difference in our growth. We have become more focused on processes and how people fit into specific roles. It would be very difficult to achieve the results we have without their guidance. Most important is, they grow with us! That has been a key to our successful relationship.”

    - Jay Woerdeman, Private Wealth Advisor, CEO, The Woerdeman Financial Group
    Kingston, MA

    “Our investment in coaching with D2 initially helped our team to appreciate our value to clients and to raise pricing and productivity while instilling the confidence to make strategic investments in staff and infrastructure to create a platform for growth.

    Travis and the team have also been instrumental in working through staff challenges and offering a la carte advice to address growing pains and to make smart decisions around investments and practice acquisitions. 

    - Randy Perkins, CFP®, CRPC™, Private Wealth Advisor, Perkins-London Wealth Advisors
    East Meadow, NY

    “My coaching relationship with D2 has help me think differently than before. By thinking differently, I have been able to drive exponential growth while keeping work-life balance intact.”

    - Scott Leibfried, Private Wealth Advisor, CEO, StackStone Wealth

    “Dynamic Directions has helped me grow my business and understand it better. They have helped me stay on the cutting edge so I continue to do things very few advisors are doing. It has evolved from a mentor/mentee relationship to friendships. I value it very much both on the professional side and the personal side. D2 has answers to almost everything, and they’re always available for you.”

    - Dan Gamm, Private Wealth Advisor, President, TW Financial Group
    Warwick, RI

    Contact us

    What’s the Right direction for You?

    Whether you want to buy, sell, or need an agreement, fill in the form below so we can find out what extraordinary means for you.

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