Easy acquisitions and
Simple transitions.
The 3Sixty Team collaborates with you to take out the complexity and anxiety
of figuring out a transition plan for your clients, your people, and your firm.
Retire with confidence
We believe a successful transition plan starts at the firm leadership level.
From transferring knowledge to client relationships we know first-hand the value you bring. So whether you are eager for retirement, a flexible advisory role, or re-energized to stay in the seat long term we’ll craft a plan that preserves your legacy and sets up your firm for continued success into the next chapter.
Care for your clients and team
Client and employee relationships take years to build. We make sure they last for years to come.
Do No Harm
We’re thoughtful about change. Any shifts in how you work are a collaborative effort.
Build on
We augment your existing team and workflow with more people and services.
Client integration
Multi-generational relationships deserve special attention. With our model and approach, they’ll always get it.
Team retention
When your firm joins 3Sixty Advisors so do your people. We are focused on growth and expansion, not trimming headcount and costs.
Room to grow
Your team gets the same close-knit, flexible environment they love with extra room to expand their careers.
Financial security
When we invest in a firm, we’re acquiring more than spreadsheets and numbers — we’re inheriting relationships.
With a holistic view of an organization, we’ve been able to help principals shape their own paths that are both financially and professionally rewarding.
Let’s talk about the
future of your firm
Tell us a little bit about your firm and we’ll share what 3Sixty Advisors can do for you.