Reimagine the Future of Your Business
Strategy consulting for Retirement Plan Advisors
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honest independent big picture perspective
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Long-term business growth and exit strategies
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introductions to new solutions and strategic partners
Advice and Advocacy
Helping retirement plan advisors think long-term about their business model, best use of their own time, growth and exit strategies. Sharing insights into industry trends, ideas to leverage their efforts and grow the profitability and value of their business. Introductions to new potential strategic partners only if we both see a strong win/win opportunity.
HERE’S HOW SIMPLE CONFIDENTIAL PROCESS WORKS…
1
DISCOVERY CALL
30 minute confidential phone call. Answer questions about your current business and service models, aspirations, frustrations and future plans.
2
OBSERVATIONS & RECOMMENDATIONS
Receive written observations, honest feedback, and recommended strategic directions. Includes up to 2 hours of free business consulting.
3
EXPLORE NEW OPPORTUNITIES
Introductions to new potential strategic partners or opportunities only where we both see a strong win/win possibility.
“Blue Oceans Strategies was key in helping me understand the merger landscape and best firms to sell/merge my practice. Fred's knowledge of the 401k industry and honesty to both parties helped me negotiate a transaction that was favorable to me and the firm I joined.”
- Virginia Taylor, SVP - BayBridge Capital Group, LLC
REIMAGINE THE FUTURE OF YOUR BUSINESS
Get an honest, independent review of your business model and long-term strategy