Conduit Advisors is a financial services consulting firm focused on helping financial advisors evaluate options for their wealth management businesses and realize value from their life’s work. Led by Louis Hanna, a financial services and wealth management entrepreneur with legal training, the firm serves as a guide through the changing wealth management landscape.

Its services include advising on transitions to broker-dealers, registered investment advisers (RIAs), and custodial platforms; business sales and mergers and acquisitions; partial sales to strategic partners; acquisition capital; and successor searches. Conduit Advisors also helps clients assess business optimization and valuation opportunities, including revenue and earnings considerations and potential exit strategies.

For advisors seeking to strengthen their businesses and client offerings, the firm can provide guidance on differentiated value propositions, target marketing, strategic alliances, technology, and investment approaches. Conduit Advisors invites prospective clients to arrange a confidential initial conversation to explore their circumstances and options. Its work is centered on helping advisors make informed decisions about their firms, clients, business value, and future independence.