Why We Launched Limestone Strategic Partners
Limestone Strategic Partners was born from a clear observation: boutique and emerging Registered Investment Advisors (RIAs) and asset managers—ranging from startups to $2 billion in assets under management (AUM)—face a critical gap. After over a decade in leadership roles within wealth management and private equity, I witnessed how smaller firms often struggle to access the strategic expertise they need to grow. Full-time executive hires, like a CFO or COO, are often too costly, leaving founders juggling too many hats—client service, operations, and long-term planning—without the bandwidth to execute their vision effectively.
I founded Limestone to bridge this gap with a fractional, expert-driven approach. Inspired by the transformation of raw limestone into enduring structures, we empower growing firms to evolve from practices into enterprise-grade businesses. Our goal? To provide the high-level strategic support typically reserved for larger firms, but tailored to the unique needs and budgets of boutique and emerging players. Whether you’re aiming to scale sustainably, prepare for a sale, or navigate a leadership transition, Limestone exists to turn your ambitions into actionable, measurable outcomes—without the overhead of a full-time executive suite.
Who We Serve
We partner with four distinct groups in the RIA and asset management ecosystem, each with unique goals but a shared need for strategic clarity and execution:
- RIAs Focused on Long-Term Growth
Independent firms committed to scaling their business—organically or through acquisitions—over the next decade. These are ambitious advisors who want to dominate niches, attract high-net-worth (HNW) clients, and build scalable operations without losing their unique identity. - RIAs Preparing for a Future Sale or Transition
Firms planning an exit or ownership change in the next few years, seeking to maximize valuation and ensure a seamless handover. These are often founder-led businesses needing to professionalize operations and financials to appeal to buyers or successors. - RIA Platforms & Investor Groups
Organizations providing infrastructure or capital to RIAs, aiming to build scalable, stable portfolio firms for sustained growth and strong returns. These partners need execution expertise to optimize their investments and drive enterprise value across multiple RIAs. - RIA Transaction Advisors
Advisors guiding RIAs through deals, who rely on us as a pre-transaction partner to refine financials, streamline operations, and close readiness gaps—ensuring their clients are market-ready for optimal valuations and smooth transitions.
What We Do and How We Serve
At Limestone Strategic Partners, we don’t just consult—we embed ourselves as an extension of your team, delivering hands-on leadership and execution across three core pillars: financial strategy, strategic planning, and operational execution. Our fractional model provides the flexibility to scale our support to your needs, whether you’re tackling a specific project or seeking a long-term partner to transform your firm.
Here’s how we serve our clients, with detailed examples of what we do:
- Financial Strategy & Optimization
We transform your financials into a strategic asset, driving profitability and preparing you for growth or transactions.
- Build forward-looking financial models for budgeting and forecasting.
- Create real-time KPI dashboards to track performance and guide decisions.
- Streamline reporting for M&A readiness or buyer due diligence.
- Optimize pricing strategies and uncover hidden profit opportunities.
- Conduct scenario planning to stress-test your financial resilience.
- Strategic Planning & Growth Initiatives
We design actionable roadmaps to align your vision with measurable growth, whether organic or inorganic.
- Develop 5-year growth plans targeting specific AUM goals or market niches.
- Facilitate M&A strategies, from due diligence to post-transaction integration.
- Design marketing strategies to attract HNW clients or next-gen investors.
- Evaluate and select resource providers (e.g., tech platforms, custodians) to enhance capabilities.
- Prepare succession plans to ensure leadership continuity and client trust.
- Operational Efficiency & Execution
We engineer scalable systems and workflows to eliminate bottlenecks and support your ambitions.
- Implement CRM, portfolio management, and ERP systems for seamless operations.
- Standardize processes and compliance protocols to boost efficiency.
- Automate workflows to free your team for high-value work.
- Direct post-M&A integration to align cultures and operations.
- Optimize team structures and career paths to retain talent and improve productivity.
Our process starts with Blueprint Intensives—structured, 3-6 week engagements where we uncover opportunities, analyze your data, and craft tailored strategies. From there, you can opt into our Fractional Accelerators, where we execute those plans as an ongoing partner, adapting to your evolving needs. For one-off challenges, we also offer Bespoke & Ad-Hoc Solutions, delivering senior-level expertise without long-term commitments.
Roles We Serve In
Our fractional approach lets us step into specific roles, tailored to your firm’s priorities. Here’s how we can support you:
- Fractional Chief of Staff
Align leadership, execute priorities with precision, and resolve conflicts—ideal for firms managing rapid growth or transitions. - Fractional Strategic CFO
Optimize profitability, deliver investor-ready financials, and prepare for capital raises or exits—perfect for scaling RIAs or sellers. - Fractional Project Manager
Deliver critical projects (e.g., tech rollouts, M&A integration) on time and budget—great for time-crunched founders or platforms. - Fractional Operating Partner
Maximize enterprise value through cross-functional execution, inspired by private equity playbooks—suited for firms prepping for sale or institutional growth. - Scalability Architect
Engineer scalable systems and workflows to ensure operational consistency—key for RIAs integrating acquisitions or modernizing. - Growth Horizon Strategist
Design leadership-aligned growth roadmaps for long-term success—tailored for ambitious firms targeting HNW clients or inorganic growth. - Enterprise Transformation Leader
Unify financial, strategic, and operational priorities into a cohesive plan—ideal for firms preparing for sale or partnerships.
Our Commitment to Your Success
Growth isn’t just about adding assets—it’s about building a resilient, thriving business that reflects your values and vision. At Limestone, we bring over a decade of expertise from wealth management (at $2B and $9B AUM firms) and private equity to every engagement. Our values—empathy, results-driven execution, trust, adaptability, and relentless improvement—guide us as we collaborate with you to create lasting impact.
Whether you’re scaling to $2 billion, positioning for a premium sale, or supporting a portfolio of RIAs, Limestone Strategic Partners is here to help you define your iconic legacy. Let’s start the conversation—schedule a complimentary consultation today at 812-309-2087 or jared@limestonesp.com.
Learn more about LIMESTONE at our website: https://limestonesp.com/