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Equity Enhancement Partners (E2P) Unveils Specialized Partnership Empowering Financial Advisors with $25MM to $150MM AUM

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In a strategic move, E2P announces a specialized partnership tailored for financial advisors managing assets ranging from $25 million to $150 million.

E2P is here to provide the guidance and resources that will empower them to attain unparalleled heights of success, coupled with enterprise value optimization.”

— Ron Robertson, CEO

SEATTLE, WASHINGTON, USA, September 19, 2023/ — Equity Enhancement Partners (E2P), a leading player in the financial industry, is excited to announce a tailored initiative aimed at collaborating with financial advisors with Assets Under Management (AUM) ranging from $25 million to $150 million. With a deep understanding of the unique needs of this segment, E2P is poised to offer strategic support that maximizes enterprise value and propels growth for accomplished advisors.

E2P’s decision to focus on advisors in the $25 million to $150 million AUM range underscores its commitment to addressing the specific challenges and opportunities faced by this dynamic group. The company recognizes that advisors within this bracket possess a distinct set of financial goals and aspirations. E2P is prepared to provide the resources and expertise necessary to navigate the journey and maximize their elevated success to achieve a premium valuation for their business enterprise.

Through this specialized partnership, E2P brings its comprehensive suite of services, ranging from insightful business practices evaluation to portfolio optimization. Strategies are meticulously designed to enhance the advisors’ business value proposition and position them for maximum value extraction in third-party acquisition scenarios.

“Our tailored initiative reflects our commitment to recognizing the unique potential within each advisor’s practice,” stated Ron Robertson, CEO. “Advisors managing $25 million to $150 million in AUM require a strategic approach that speaks to their specific goals. E2P is here to provide the guidance and resources that will empower them to attain unparalleled heights of success, coupled with enterprise value optimization.”

E2P’s specialization exemplifies its dedication to delivering targeted results to financial advisors as it redefines the trajectory of their success and amplifies their value proposition to achieve up to 4 times their current AUM annual revenue at the time of exit.

For more information about E2P’s specialized partnership for advisors managing $25 million to $150 million in AUM, please visit or contact us at

About Equity Enhancement Partners (E2P)
Equity Enhancement Partners (E2P) is a pioneering force in the financial industry, dedicated to offering tailored support to financial advisors with AUM ranging between $25 million to $150 million. By providing strategic insights, portfolio optimization, and comprehensive resources, E2P empowers advisors to maximize their business enterprise value and life’s work.

Ron Robertson
Equity Enhancement Partners
+1 253-732-9646
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