Choose your path
Pick the option closest to where you are. You can change course at any point.
Get started
Tell us where you are. We'll take it from there.
Choose the path that fits. Everything you share is confidential and never goes to a firm without your permission.
Find your starting point
A few quick questions
Answer two or three questions and we'll point you to the right form. Nothing is sent until you submit a form.
Or choose your path
Financial advisors
Considering a move
Changing firms, going independent, or weighing your options. Start with a confidential readiness assessment.
Grounded in a tailored Transition Readiness analysis
Start here →Financial advisors
Valuing, selling or planning succession
An indicative range now, then a full valuation and readiness report for your advisory practice.
Grounded in a tailored valuation and readiness analysis
Start here →CPA firm owners
Selling or valuing your firm
A confidential path to the right buyer, or a clear view of what your firm is worth. Nothing is shared without your approval.
Grounded in a tailored valuation and readiness analysis
Find the right buyer →See what your firm is worth →RIAs & broker-dealers
Recruiting advisors
Tell us the advisors you want. We find who fits and make the introductions.
Grounded in a tailored Talent Mandate search
Start with a call →CPAs, attorneys & other professionals
Strategic partners
Refer a client, or build an ongoing partnership with ATP. Your client relationship stays yours.
Learn how it works →- Confidential from the first conversation
- Works across firms and models
- With you from first call to close
What happens next
Four steps to a clear plan.
It starts with an introductory summary report and builds to a full analysis and a plan you can act on.
Share a few details
A short, confidential form. Most take a few minutes.
Talk it through
We review what you send and follow up within one to two business days.
Work through it together
An introductory summary report tailored to your practice, then the full analysis and our guidance through every decision.