DeVoe & Company
HQ Address
71 Stevenson Street, San Francisco, CA 94105, United States
Website Address
Business introduction
Leaders in consulting, M&A, and valuation for wealth management firms
DeVoe & Company can help you buy, sell, or merge your firm
DeVoe & Company Overview
DeVoe & Company is a leading strategic advisor to RIAs. We offer the most comprehensive set of services to help RIAs optimize their businesses. Our solutions and services are delivered through our unique combination of analytical rigor, strategic thinking, and depth of experience.
We help our clients accelerate the achievement of their goals through three service areas:
- Consulting:
- Business strategy
- People/human capital
- Growth strategies
- SuccessionWorks
- DeVoe CapitalWorks
- Coaching
- M&A Guidance
- Buy-side engagements
- Sell-side engagements
- Merger engagements
- Valuation / Diagnostic
- Three levels of valuation: light, comprehensive, and in-depth
- Custom
- Quarterly model
Let DeVoe & Company help you with the challenges and opportunities in your business.
DeVoe & Company Solutions
CapitalWorks
DeVoe CapitalWorks™ is a platform that helps RIAs secure capital. We’ll help you understand your financing options, assess which of 30+ options is best for you, and introduce you to one or more providers based on your situation. Today’s lending and capital options have mushroomed to include conventional loans, SBA loans,......
business needs
- Business Intelligence & Practice Management
- Business Strategy & Advisory
- Market & Business Infrastructure
Consulting
You are running a great firm. You’ve made the right decisions to get it to where it is today. And you are ready to take it to the next level. You know what needs to be done and realize some extra help from a strategic consultant would be a good idea. We......
business needs
- Benchmarking & Competitive Intelligence
- Business Strategy & Advisory
- Market Analysis, Understanding & Sizing
GrowthBuilder
Yet most advisors are barely growing organically and possibly getting worse at it. Plummeting from 9% just a few years ago, the average RIA’s growth rate is just 3%, after market performance and acquisitions are removed.* Something is wrong. That's why we created the DeVoe GrowthBuilder™ DeVoe & Company has developed the......
business needs
- Benchmarking & Competitive Intelligence
- Business Establishment & Support Services
- Business Strategy & Advisory
M&A Guidance
Buying, selling, or merging your business is potentially the most important decision you will make in your career. The magnitude of your decision is top of mind for us every day. And that’s why we are extremely focused. DeVoe & Company is a leading boutique investment bank exclusively focused on providing......
business needs
view solutionValuation
Valuation is important. So, we approach it like a science. With over 180 valuations under our belt, we are able to tear your company apart economically and put it back together again using a 30,000-cell proprietary Discounted Cash Flow (DCF) model. And you are along for the ride. Each valuation......
