The Essence Group

The Essence Group provides strategic guidance to established wealth teams evaluating a consequential change.

We work with teams managing approximately $250M–$2B in assets to understand their current enterprise, determine what would need to improve enough to justify a transition, and identify and evaluate opportunities capable of delivering a meaningfully stronger outcome.

The process starts with the decision - not the destination.

Before a team chooses a firm, platform or independence model, we examine the economics, ownership structure, partner priorities, growth objectives, succession considerations, platform capabilities and transition risks of the business they have already built.

We then help evaluate the available alternatives through the same lens: What changes economically? What happens to ownership and long-term enterprise value? What improves operationally? What risks are introduced? And is the difference significant enough to warrant moving at all?

Sometimes the right decision is to move. Sometimes it is independence. Sometimes the economics support staying where you are.

Founded by Jacqueline Moore, CPA, CMA, a former corporate CFO, Essence brings a financial and enterprise perspective to decisions that are too often approached as recruiting exercises.

Financial discipline. Human judgment.

Essence works with a limited number of teams at a time to preserve the confidentiality and senior-level attention these decisions require.

Confidential inquiries: jacqueline@essencegroupadvisory.com