Driving Growth
Concorde Investment Services
1120 East Long Lake Road Suite 100
Troy, MI 48085 48075
Map of our Building

Solutions, Strategies and Support to Help You Grow                                                       Concorde Gateway™ solutions help financial advisors work smarter. We deliver comprehensive business solutions to unlock the potential within your practice, accelerate growth, and drive practice effectiveness through executive coaching, practice management consulting, marketing and communication services, planning tools, and current industry best practices.

Professional Development through Executive Coaching –   Each coaching relationship is unique and tailored to you based on your personal and professional goals. Utilize the expertise of practice management specialists to grow in today’s complex and ever-changing marketplace.

Strengthen Enterprise Value for Future Succession – Build long-term value with short-term business planning. Create efficiencies through outsourcing, technology, institutionalizing marketing practices and more.           LEARN MORE

Position your Practice for Success – Enhance your firm's brand, stay ahead of trends with timely industry research, and measure how your practice is doing with profitability and efficiency metrics.

Growth through Acquisition – Expand through acquiring established practices. Concorde Gateway™ provides expertise in business valuations, identification of prospects, and the financing needed to execute a successful acquisition strategy.       LEARN MORE

Life Stages of Your Practice:

 

Work with a team of experts   to create a more successful practice

  • Library of office forms, procedures, & other custom templates
  • Tracking tools to monitor business

Benefit from unbiased assessment on all aspects     of your business and be held accountable to goals

  • Identify values & beliefs
  • Prioritize personal & professional goals
  • Distinguish behaviors that allow you to achieve goals

Seek growth through acquisition or employment      of advisors

  • Acquisition consulting
  • Practice identification
  • Financing
  • Access to existing seller marketplace

Maximize the value of your firm & utilize expert solutions based on your preferred exit strategy

  • Transition consulting
  • Valuation services
  • Identification of purchasers
  • Access to existing buyer marketplace