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Lead the Change. Capture the Value. Live the Life.

You've spent your career focused on alpha—generating returns that exceed the benchmark. But here's a novel idea:

What if you applied alpha to your own firm?

​​Think about it. Alpha is simply a formula: your returns relative to a benchmark, clear goals, and managed risk. Why wouldn't those principles apply to your business? Why aren't they core to your strategic planning?

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RIA Alpha helps you:

  • Outperform your competition (the benchmark)

  • Achieve clear, measurable goals

  • Grow while mitigating operational risks

  • Maximize returns on every business decision​

As the former CEO of a $650M RIA, I've seen too many firms treat critical strategic decisions like one-time transactions instead of ongoing value creation opportunities. That's why I created two tools to help you generate sustained outperformance.

Introducing:

Introducing:

RIA Succession Alpha

The definitive guide to maximizing your firm's value while building the business you've always envisioned.

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This book demystifies the succession process and invites owners to take control of their future before someone else does. The path is learnable, the need is urgent, and the opportunity has never been greater.

What you'll discover:

  • Why succession planning is really business optimization in disguise

  • The three pillars that drive enterprise value in every successful RIA

  • How to transform from practice owner to business architect

The RIA Alpha Index Diagnostic

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Before you can architect your future, you need to know where you stand today.

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This comprehensive assessment evaluates your firm across

the three critical drivers of RIA success:

Succession Planning

  • Maximize ownership value and create smooth transitions

  • Identify and enhance your company's value drivers

  • Improve your firm today

Sustainable Growth

  • Accelerate organic and inorganic growth strategies

  • Define niche markets for competitive advantage

  • Track and assess growth activities with precision

Margin Expansion

  • Build scalable, efficient processes

  • Establish strategic partnerships

  • Create integrated data strategies

Your Custom Analysis Includes:

  • Detailed scorecard across all three pillars

  • Specific recommendations prioritized by impact

  • 30-minute strategy session to discuss your results

Why Grandview & Co.?

I understand you because I've been you.

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After 26 years at a wirehouse and launching & leading an RIA to over $650M, I've faced the issues you're dealing with. I know what it's like to wear too many hats, face capacity constraints, and lack space for strategic thinking.

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In 2024, I founded Grandview & Co. to be the coach I wish I had.

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My Promise: You'll benefit from my bruises and wins, my network of amazing people, and original thinking that challenges industry convention.

Ready to Architect Your Future?

  1. Get the roadmap: Pre-order RIA Succession Alpha

  2. Know where you stand: Complete the RIA Alpha Index

  3. Plan your next moves: Schedule your strategy session

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The opportunity to transform your firm has never been greater. The question is: will you lead the change, or will change lead you?

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