Search and Found - establish Platform

We are in the process of forming a next-generation financial advisory platform designed to grow advisor revenue across three distinct channels: asset-based investment advice, fixed-fee financial planning, and transaction-based business advisory. The platform will focus on two core execution pillars: 1) acquiring high-quality advisory practices and 2) systematically optimizing those practices through centralized investment management, technology, compliance, and business advisory support. The founding operating partners and capital providers have agreed on transaction structure and economics and are currently drafting a letter of intent. The operating partners are contributing approximately $950,000 of existing earnings into the new entity, alongside $2,000,000 of primary growth capital from an aligned investor group, resulting in a post-money valuation of $11,500,000. Over a four-year horizon, the platform is targeting approximately $4,000,000 in earnings through organic advisor growth and two near-term acquisitions, with additional upside from multiple expansion driven by revenue diversification, professionalized operations, and reduced key-person risk. From a capital partner standpoint, we are seeking approximately $4,000,000 of acquisition-focused debt financing, alongside up to $1,000,000 of incremental partnership equity for the right long-term partner, in addition to the equity already committed. We’re also actively thinking through brand architecture as the platform comes together. Whether to lead with a single master brand or a house-of-brands approach. I would welcome perspectives from investors or operators who have navigated this decision in multi-entity platform builds.