EQB Wealth
Finance · 1-10 Employees
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Overview
Phone Number
(804) 220-0838Website
www.eqbstrategy.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About EQB Wealth
EQB Strategy provides independent M&A advisory services focused on financial advisors managing between $20 million and $100 million in assets. The firm specializes in valuation, offer evaluation, and transition advisory, ensuring that advisors are prepared for critical decisions without conflicts of interest. With a principal-led approach, EQB Strategy emphasizes clarity and thorough analysis to help clients navigate transitions and optimize their practice economics. Their services include practice valuation, succession architecture, and tax structure planning, tailored specifically for advisors looking to evaluate or build through acquisition.Explore more
EQB Wealth Org Chart
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EQB Strategy provides independent M&A advisory services focused on financial advisors managing between $20 million and $100 million in assets. The firm specializes in valuation, offer evaluation, and transition advisory, ensuring that advisors are prepared for critical decisions without conflicts of interest. With a principal-led approach, EQB Stra... Read More
