Services to grow your practice.

At IAA, we offer a range of tailored services designed to fuel the growth of your business. Whether you want to add to your team, enhance your online presence, generate leads, or optimize your client acquisition strategies, our team is here to help you succeed.
Marketing

Our marketing team assists you in attracting new clients and differentiating your practice. Whether you are wanting to refresh your brand or build an entirely new one, our team is here to help.

Read More
Business Development

Our Business Development team helps our partner firms identify and cultivate new opportunities to support your practice’s growth and expansion efforts.

Recruiting

We help you solve for the ever-growing challenge to find strong talent, financial services expertise, and shared values of deep partnership and commitment to your clients.

Minority Purchase

Through IAA’s minority purchase program Catalyst, you can access the capital you need to invest back into your practice and support your growth efforts.

Insurance

Sage Insurance Partners (IAA’s insurance program) strengthens your insurance offering by providing a supervision and case management process.

Read More
M&A and Succession Planning

Whether you need help spotting the right opportunity or protecting your legacy, we’re here to help you plan for the future of your practice.

PARTNER WITH US