Our mission is to grow a nationwide network of collaborative professionals providing the highest-quality sell-side advisory services available. We welcome both CPA firms and independent investment bankers. Please contact Tom Decosimo at firstname.lastname@example.org or call at 423-266-4000.
We would be pleased to discuss and/or send our “Sell-Side Advisory and Affiliation with DCF, LLC” detailed discussion.
DCF has pioneered the concept of CPA firms adding sell-side advisory to their list of critical services to provide to their clients and businesses in the firm’s sphere of influence. Our “Sell-Side Advisory and Affiliation with DCF, LLC” paper helps CPA firms who would like to add this exciting service.
An overview of the FINRA and SEC regulations regarding sell-side advisory - DCF removes the anxiety.
Structuring the sell-side advisory practice through affiliation - DCF makes it simple.
The extraordinary economics of sell-side advisory - Shattering the billable hour paradigm.
On-going requirements of holding securities licenses and maintaining a sell-side practice - Not that difficult, not difficult at all.