Your Firm Deserves More
Than Just Any Buyer.
It Deserves the Right Future.
Decerno Advisors help wealth management firms structure life-changing deals with expert strategy and experience, so nothing gets missed and nothing gets left on the table.
Because when you win, we win. That's how it should be.
Explore what's possible for your firm.
We Do Things Differently.
Planning for succession or exploring strategic partnerships can feel fast and aggressive, and, unfortunately, too many
firms walk away from their deal wondering if they:
- Left money on the table
- Lost control of key terms
- Sacrificed their people or culture
- Or ended up in a partnership they didn't really want after the sale is closed
That’s not how we do things.
You’ve spent your career building something meaningful. Now it deserves a process, and a partner, worthy of that effort.
A boutique M&A firm that sits on the same side of the table as you.
We started Decerno Advisors for founders who know their firm is not just any deal. And they recognize even the savviest dealmaker can use experts who have sat on all sides of deals like theirs.
Selling your business isn’t just a transaction, it’s a transition. One with lasting impact on your future, your team, and your legacy.
We’re here to make sure it’s done right.
That means helping you:
- Explore your options with clarity
- Find the right partner for your firm
- Structure a deal that protects what matters most
- Navigate every step without pressure, surprises, or second-guessing
Our interests stay fully aligned with yours: from first conversation to final terms.
What it's like to work with us.
Schedule a call.
We’ll talk about your goals and what’s on your mind.
Explore your options.
We’ll map your path, identify the right partners, and help you navigate the strategy.
Navigate the deal together.
We stay with you through every step until the right deal is done.
Confidential and zero pressure.
Trusted by Founders Who Know the Stakes
You’ve advocated for others throughout your career. You’ve built a business that matters.
And when it’s your deal —your people, your future, your legacy— every detail matters. Decerno Advisors brings decades of M&A expertise, boutique attention, and an owner–first mindset to every engagement.
We’re selective about the deals we take, because getting this right matters to us as much as it matters to you.
Boutique by Design
Senior leadership, every step of the way.
Expertise across M&A
Across M&A, investment banking, and advisory firm nuances, we know what to look out for.
Aligned Incentives
Our goals are your goals, so when you win, we win.
Personal Attention
No hand-offs to junior teams. We sit next to you the whole way.
Ready to Explore What's Possible for You?
It starts with a single conversation.
We’re offering clear perspective from people who’ve helped firms like yours navigate life-changing deals with clarity and confidence.
Isn’t that worth a phone call?
EXPLORE WHAT'S POSSIBLE FOR YOUR FIRM.
Testimonials
What Our Clients Say About Us
footer: contact, seo rich keywords
SEO summary: Many wealth management firms leave money, control, or opportunity on the table when they sell their business4even if they9ve spent a career negotiating deals for others. At Decerno Advisors (Latin for ‘decision’), we help founders structure and close the right M&A transaction by delivering expert strategy, a curated list of serious buyers, and an experience-based process built entirely around your goals. As a boutique M&A firm, we work exclusively with wealth management professionals and RIA founders navigating succession, growth partnerships, or full exit planning. Our approach protects what matters most: your firm9s value, your team, and the legacy you9ve built.
Value of Our Partnership
Confidentiality and NDA
Remain confidential in the marketplace until proper NDAs are signed, ensuring your discussions are protected.
Leveling the Playing Field
M&A transactions can be one-time events for you, but acquirers often have extensive experience. A third-party can help level the playing field, using their expertise to maximize purchase price and deal terms.
Third-Party Negotiation
A third-party can create friendly pressure to prioritize your transaction, signal serious intentions, and handle potentially awkward negotiations, allowing you to maintain a positive relationship with your future partner or boss.
Reducing FOMO
With many potential partners, it’s impossible to talk to all of them. A third-party will learn your preferences and connect you with the best cultural fits, ensuring you don’t miss out on the right opportunities.
Let us walk with you. We're here to support you every step of the way.
Brett Zaniewski
Co-Founder
Passionate about helping wealth management firms optimize their outcomes
Kevin Geary
Co-Founder
Passionate about helping wealth management firms optimize their outcomes
There is Record M&A Activity in the RIA space
If you’re thinking about selling your firm, now could be great timing.
173% Growth in RIA Transactions last 5 years
4.7x Average Revenue Multiple
10.3x Average EBITDA Multiple
Source: Fidelity Report
Testimonials
What Our Clients Say About Us
Decerno In the News
Decerno Helps Crux Wealth Advisors Go Independent as Hybrid RIA
