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Tammy Breitenbach
I help independent RIA owners create a lasting legacy by designing and implementing succession & growth strategies.
I'm Tammy Breitenbach, and I specialize in guiding independent RIA owners through the critical stages of business succession and practice management. With years of experience and an ACC credential, I blend coaching with practical operational expertise. I understand the unique challenges you face – from an aging advisor demographic to the complexities of generational transitions. My approach is hands-on and client-centric. I listen to understand your firm's history, team structure, owner goals and current workflow before working alongside you to implement tailored improvements, not rigid templates.
My goal is to blend business efficiency with your personal life satisfaction. I want to ensure you maintain a sense of purpose beyond the numbers, and prepare your firm for the future.
Future-Proof Your RIA: Expert Guidance on Succession & Sustainable Growth
Is your RIA ready for the next generation? I help owners like you create a lasting legacy by designing a clear path to transition, optimizing operations, and developing strong leaders. Let's build a firm that thrives for years to come.
Succession Planning
Craft a well-defined plan for the smooth transition of your business to the next generation, ensuring continuity and preserving your legacy.
Operational Excellence
Optimize your firm's operations to improve efficiency, increase profitability, and create a more sustainable business model.
Leadership Development
Enhance your leadership abilities to inspire your team, delegate effectively, and cultivate a positive and productive work environment.