Founder and Principal of Turkey Hill Management, Jessica Polito has spent 15 years providing M&A advice to the wealth management space. Through her years of transaction experience, what stood out was a lack of unbiased advice available to wealth managers considering buying or selling a business. She founded Turkey Hill under the premise that by removing a traditional “success fee” at the conclusion of a transaction, she and her team could provide truly unbiased advice with the client at the forefront of every decision.
With more outside backers rushing into the RIA space, the upside depends on how clearly sellers can deploy primary capital to grow, not just take chips off the table.
