For Financial Advisors

Mergers & Acquisitions

Combine with a firm where the culture check comes before the valuation spreadsheet.

Most practice deals fail on fit, not price. We start where the risk actually is.

Conversations we're open to

Selling your practice to a firm that will keep its planning-first character.

Merging your book into Allegia while you keep serving your clients.

Joining as an advisor with a path to equity and eventual succession.

Partnering on a book you've inherited or acquired and want served well.

How we evaluate fit

Philosophy first: how you give advice, how you charge, and how your clients would describe you. Then structure: valuation, transition timeline, client communication, and the role you want afterward — from a clean handoff to a long partnership. Every deal is built so clients barely feel the seam.

If you’re years away but thinking about it, that’s the right time to talk. The best transitions are planned, not rushed.

For advisors

Do what is right. Dig deeper. Build real relationships.

— Darren Colananni, Founder

Credentials

Our founder holds the following professional designations:

CFP®

ChFC®

CIMA®

CPWA®

Check the background of your financial professional on FINRA’s BrokerCheck ↗.