Three ways to partner with Allendale — keep your name, transition over time, or sell your book. Every path comes with our full back office behind you.
Whether you're years from retiring or ready for a clean exit, there's a path that fits — and the back office comes with all three.
Keep your name — co-branded with Allendale — your clients, and your autonomy. Hand us the overhead and gain a team behind you.
Join now and hand off your book over a negotiated runway. Stay involved and compensated while your clients gain continuity.
Allendale buys your book at a negotiated value; your clients move to Allendale brokers with the research they trust.
Compliance · Technology · Operations & Reporting · HR & Administration · Research — the same platform that runs Allendale's 13 offices.
A private, no-pressure discussion about which path fits your firm — straight to Steve Georgy, President.
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