What We Do

What We Do

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We assist retirement plan consulting firms with achieving heightened enterprise value. We guide firms in developing a comprehensive plan to achieve that value with a focus on identifying and impacting the key value drivers.


We then work with firms to incorporate into their business plan an understanding of the retirement plan consulting ecosystem so that they are prepared to identify and leverage the most appropriate buy, merge, sell or affiliation growth strategies at the most appropriate time.

Our Process Together

Our experience positions us to know the key questions to ask and has taught us the importance of being good listeners. Our deep discovery process allows us to help you develop your most appropriate and impactful growth through partnership strategy.

How we partner will depend on the growth strategy that we build together.

1

We begin each engagement by getting to know everything about you and your firm, leading to a deep understanding of your strengths, weaknesses, opportunities and threats as well as your vision for the future state of your business.


2

Based on this discovery process, we are able to guide you and your team in the development of a plan to impact key enterprise value drivers.


3

We then assist you with building a plan and process around inorganic growth opportunities which may include affiliations; mergers; acquisitions; capital raising; buy-in or earn-in succession strategies; or strategic sale of your firm.

4

Our process often leads to a review of our proprietary partner database, where we assist you with the identification and review of all relevant industry partnership opportunities, with a focus on which firms are the “best-fit” for you and your team in terms of culture, future growth and financial success.


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Our industry leading database provides unparalleled firm data on retirement firms or all sizes, focus on details that really matter, including culture, commitment, and reputation; structure; leadership; support platform (strengths and gaps); organic growth strategy including cross-sell opportunities; acquisition strategy and model framework; financial strength and WRG’s proprietary comparison framework.

See how we can help you