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The In-Between Stage
Caught between Advisor and Executive?
Many next-generation leaders find themselves in a difficult position.
They’re no longer just advisors. But they’re not fully supported executives either.
They manage relationships, solve operational problems, navigate technology decisions, mentor staff, and still show up for clients every day.
It’s a challenging place to be.
And it often feels like nobody prepared them for it. Growth creates opportunity but it also creates complexity.
The question isn’t whether you’re capable of scaling your practice.
The question is whether you have the support structure needed to thrive.
Let’s talk about what’s on your plate.
Considering the future of your business?
Whether you’re exploring growth opportunities, planning for succession, or simply evaluating your options, understanding your options is an important step. Explore the resources to learn key considerations for business owners navigating the M&A landscape.
Let’s Start a Conversation
No pressure. No assumptions. Just clarity and a partner who understands the weight and the opportunity of ownership.
If you’re exploring growth, relief, succession, or simply want to understand your options, we’d welcome a confidential discussion.
Alex Brockman
Director of Corporate Development
As Director of Corporate Development, Alex leads strategic growth initiatives centered on thoughtful partnerships, long-term value creation, and sustainable expansion.
A strategist by nature, Alex understands what it takes to build and scale businesses in today’s evolving economy. He brings a rare blend of big-picture thinking and practical execution. Over the course of his career in financial services, he has worked across strategic growth, mergers and acquisitions, marketing, brand transformation, and change management, experience shaped through roles with organizations such as Bank of America, Wells Fargo Advisors, NewGround, csg, and Experience Fresh.
Entrepreneurship has always been a defining thread in Alex’s career. He has launched several companies focused on empowering business owners with growth strategies, revenue generation, and idea development. From hands-on ideation sessions to scalable solutions, Alex has helped entrepreneurs move from vision to execution with clarity and confidence.
Beyond the boardroom, Alex is deeply committed to service. Alongside his wife, he gives back to their community through their “Four-F’s” methodology, an approach rooted in generosity, intentionality, and impact. Their mission is simple but meaningful: creating change one living room at a time. At Larson, Alex is passionate about partnering with advisory firms in a way that honors what they’ve built while strengthening what comes next. His focus is on creating flexibility, reducing friction, and helping founders move forward with confidence, clarity, and choice.
Get in touch.
Reach out for more information on mergers & acquisitions.
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