Committed to Excellence
We Work ON Your Business, So You Can Work IN Your Business
Like most successful advisors, you’re in this industry because helping your clients plan their financial futures is your passion. The "business of running a business" can often keep you from doing what you do best. In a nutshell, Bay View Capital Advisory Group is an attractive option if you want the increased flexibility and earning power that comes with owning your own business, but still want to enjoy the collaboration of a team, along with the reduced costs and shared administrative support that comes with being part of a group.
Your happiness and professional satisfaction are paramount to our success as a company. We provide access to the same excellent product selection and superior service that independent broker/dealers are known for, while at the same time lessening your administrative business duties and expenses. Bay View Capital Advisory Group provides a wide range of support services aimed at minimizing the time and energy you spend on non-revenue producing activities while helping you stay focused on your clients.
Owning your own business isn't always easy. The costs associated with technology, compliance and business development continue to rise every year. Affiliation with an established OSJ firm can help you control these costs, and better manage your state-of-the-art financial services practice. As your primary point of contact on all business relating to the broker/dealer, we provide the resources you need to process client business, review investment strategies, and remain compliant with industry rules and regulations. With friendly staff, broad and deep resources, and seasoned experience at supporting advisors, our goal is to help you run an efficient, productive and enjoyable practice. We want you to build a great business for yourself by taking care of the clients who help you to be successful.
Today, Tomorrow, and for the Future
Depending on what stage you are at in your business life cycle, you might be considering growing your business through the acquisition of a book of business, or maybe you're thinking of retirement in a few years and wondering about the valuation and sale of your business. We have extensive experience with both.
Business growth through acquisition is an area of specialization for us. We facilitate acquisitions regularly, and have a proven process to assist advisors who are looking to acquire a practice that aligns with their business model. From search and assessment, to due diligence, integration, and ROI, we're here with you at each step.
At some point, all independent advisors will need to create a succession plan for their practice. Many advisors have spent their careers developing personal and business relationships with their clients, many of whom they would consider close friends and family. It's important that you know your life's work will be handled with the same attention and care that you used when building that practice. If you’re thinking about retiring in a few years you are likely asking yourself, “Who can I trust to take care of my clients and provide me with a fair price for my book?” The Bay View Capital Advisory Group can help you develop contingency plans for retirement... or life’s unexpected events. These plans will address such questions as:
- What happens to my clients?
- How do I leverage my practice to maximize its value?
- How do I find a buyer for my practice?
- How do I set up an income stream?
- How do I set up a business continuation plan?
We're here beside you today, tomorrow, and for the future.