Broker-dealer 1st Global launched a new platform, Wealth Management Feasibility Analysis and Consultation, to provide CPA firms with tools to determine whether they should explore wealth management, or to assess the value of their current wealth management division.  

The new program outlines ideal services, processes, structure, essential performance indicators and technologies that will help firms maximize growth potential in their wealth management division.  

Firms will be able to evaluate pro forma profit and loss estimates at one-, three-, five- and 10-year periods; current and pro forma fair market valuation estimates; demographic and geographic market research on the firm’s existing and potential client base; understanding internal and external impediments to success; and wealth management best practices for CPA firms. 

“There’s an ocean of opportunity in wealth management within the grasp of many CPA firms,” said 1st Global CEO Tony Batman in a statement. “This new consulting program is specifically designed to quantify this growth opportunity and provide an executable road map for high-performance CPA firms to achieve their highest profit and valuation potential.”


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