Buy Sell Merge Succeed

Mergers & Acquisitions, Valuations, & Corporate Planning for RIA's Nationwide

financial planning valuation philadelphiaSince opening our doors, we've provided sophisticated solutions on both sides of the transaction. We deliver focused, unbiased attention, and measurable results to clients nationwide. Our services are designed to find quality matches that lead to successful deals, seminal combinations, and positive outcomes for all involved.

Contact Gladstone Associates, LLC today to schedule your initial consultation.

Call Us: (610) 834-1989 Book a Consultation

Transaction Advisory and Corporate Planning Solutions: We Accomplish the Improbable

philadelphia transaction advisory servicesGladstone Associates, LLC is passionate about closing the deal the right way, the first time. We look far beyond the fastest option or best price and provide meaningful connections with firms that fit your style and purpose. Most importantly, we deeply screen for the critical people and cultural issues that are paramount to entrepreneurs.

We've built extensive national relationships and use them to survey the field discreetly, keeping your best interests at the forefront of every inquiry. You'll be introduced to Suitors, Targets, and Candidates of the highest quality and potential, including many that would otherwise be overlooked.

Our insight is invaluable. We understand what buyers and sellers are seeking, and we put that knowledge to work for you. Our privileged access to private transactions equips us with critical foresight to creatively shepherd successful deals. We maintain high impartiality, complete discretion and deliver results based on facts, experience and street-smart assessment. Gladstone Associates, LLC offers customized strategies for:

The Gladstone Valuation

The main focus of our Fair Market valuation techniques is a discounted cash flow model, which allows for substantially more customization of projected cash flows, increasing the accuracy of realized synergies in future periods. We also take into account the comparable market multiples and our own proprietary private transaction database to provide a complete valuation picture, with more rigorous diagnostics and relevant market drivers than any one individual approach.

Whether benchmarking either side of a transaction, creating a defensible document for compensation or transfer purposes, or maintaining rigorous internal financial discipline, the Gladstone Valuation is highly regarded, absent of irrelevant page stuffers, and surprisingly economical. Gladstone’s proven track record in utilizing highly specialized valuation metrics will be sure to help you buy right, sell profitably and transfer wisely.

Our decades of experience and connections can empower your success.

Why Choose Gladstone Associates, LLC?

gladstone associates mergers and acquisitions philadelphiaWe are committed to offering an extraordinary level of service. Our team empowers you to make sound business decisions that support viability and growth. You'll receive senior-level attention and high-end expertise focused on your nuanced objectives.

Our firm delivers sophisticated Advisory services to Independent Financial Advisors, RIAs, Asset Managers and Institutional Providers who are frequently underserved. Our founder, Dan Kreuter, established Gladstone to fulfill an unmet need essential to accomplishing successful transactions. He applied this same vision-casting when creating DAK Associates, the executive search firm that helps Financial Services clients find exceptional individuals to fill top-tier positions. Our partners, Steven Clark and Mike Bilotta bring informed, creative thinking and curated relationships to the table.

Secure Your Firm's Future Today

You know the value of delivering high-level responsiveness and leadership. At Gladstone Associates, LLC, you can expect excellent communication, full transparency and reporting from the initial consultation to the closing of the deal or project. The bottom line is we have proven success as skilled negotiators and strategic corporate advisors, securing durable combinations and matching great companies with one another. Schedule your consultation to learn more about the Gladstone difference.

Call Us: (610) 834-1989 Book a Consultation

The Gladstone Difference

RIA Wealth Managers, Financial Advisory Firms, Independent Broker-Dealers, Money Managers, and Family Offices recognize that having the best advice and representation is critical to achieving success.


M&A Transactions & Consultations


Valuations & Executive Searches

Our Representative Tombstones

Gladstone services the national market with headquarters in suburban Philadelphia.

Whether you were referred by a trusted colleague or simply doing preliminary research, we look forward to learning more about your business and providing a no-cost initial consultation to find out if our skills match your needs.

Please connect with us today and we'll be happy to have a confidential discussion.