financial advisor program

VERCOR's turnkey program involves a committed M&A professional to advise you and your client every step of the way. Our VERCOR expert provides all the tools for you to compete with the leading investment banks and other financial services companies. VERCOR professionals will assist you in determing the best offering price, ongoing advice, marketing, negotiation, and closing the deal.

"Thanks for your professionalism in dealing with my clients. You have brought real value to the relationship. I look forward to our first closed deal." Scott Biedrycki, President, Scott Biedrycki & Company

More specifically, VERCOR's M&A resources and committed professionals benefits financial professionals by:

VERCOR creates new opportunities and helps you distinguish your services from the competition. As a result, you can capitalize on additional planning services, including money management, tax services, legal and other related financial planning services.

VERCOR helps you convert private stock ownership into liquid assets, turning stagnant income producing clients into new cash flow generators. Additionally, you can create related sources of income through M&A referral fees, ancillary products, and planning services.

By offering the widest range of financial services to business owners, you can eliminate losing a client to another service competitor. VERCOR helps you become better positioned to be the quarterback for all client activities and needs.

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For additional information, contact us at 770-522-0300 or Email us.