Testimonials

When we hired Eliza De Pardo, we were navigating a critical juncture in our growth. Our small firm was experiencing rapid expansion, and we were grappling with the challenges of transitioning from a practice to a fully-fledged business. We realized we needed an outside perspective and industry expertise to help us address sustainability, efficiency, and profitability as we scaled.

Working with Eliza was a transformative experience for our firm. She guided us in developing a focused strategic plan that aligned with our long-term vision. Her insights helped us reorganize the way we function as a team, ensuring that we concentrated our efforts on the initiatives that would drive meaningful progress. Eliza also served as an invaluable sounding board and coach, particularly when it came to navigating difficult personnel decisions. She helped us approach these challenges with a data-driven mindset, which gave us the confidence and clarity to make the right calls for the future of our business.

Thanks to Eliza's guidance, our team is fully aligned and engaged in our vision for the future. As a result, we are positioned for sustainable growth and long-term success. We are deeply grateful for Eliza's partnership and highly recommend her to any firm seeking to elevate their business and achieve their strategic goals.

We hired Eliza and her team to help us think through an M&A strategy as our firm had not done any transactions at that point in time. Since that engagement, we have done over three dozen transactions and have grown our enterprise value 20x. Her wisdom and insight moved us in the right direction.

Eliza De Pardo was instrumental in the reshaping of our advisory firm from an ad hoc collaborative effort to a harmonious ensemble of technicians working together as planning teams to enhance the overall client experience. Her personal touch was felt as she interviewed and communicated with our team members to sharpen our three-year vision to build a world-class investment advisory and financial planning firm. Eliza has a deep knowledge of practice management. Eliza's coaching and guidance will set your firm on solid footing with a clear roadmap for growth and improvements, particularly among the most important elements of a professional services firm…the people involved.

Beacon Pointe engaged with Eliza at a pivotal point in our evolution. She worked directly with the board of Beacon Pointe and was quite intuitive with her assessment of the situation. Our ownership and capital structure were not optimal to meet the goals we expressed as a firm. Her knowledge and experience was exhibited in a wisdom that was delivered in a professional yet direct manner. While at times not everyone was comfortable with the information, Eliza's ability to objectively broach matters others may have chosen to overlook, ultimately led to the very best outcome for the company and our clients. Eliza understood what decisions and actions needed to be prioritized in order to execute on the larger business strategy. Today our company is nearly twice the size and most importantly, we are now structured correctly to thrive for years to come.

As Carlson Capital Management approached a unique nexus in the development of our firm, we required expert, independent counsel to help us confront the challenges and limitations within our existing (legacy) advisory structure. Eliza uniquely blends the art of data-gathering and interviewing to present solutions that are custom-fit to the needs and mission of the organization. In other words, Eliza presented a path forward that while challenging, was rooted in Carlson Capital Management's culture and values. In our space, she is a rare find.

I am most appreciative to have worked with Eliza. Her experience and knowledge are evident immediately as we worked through the discovery process. Her grace and patience allow for the intersection between the business goals and execution of those goals. The coaching on implementing the plan is as valuable as the plan itself.

We engaged with Eliza to assist our firm to reset our strategic agenda, having significantly broadened our ownership group. Eliza was masterful in guiding our group; from gathering the background information, to guiding us over the two-day program. Her depth of experience, and insights into U.S. Research and data helped us gain a global perspective on our business and the trends impacting us.

Eliza understands the wealth management industry - and our business - as well as anyone I've met. She helped us map a clear, strategic human capital and organizational development plan that positions our firm for a sustainable and successful future. Her insights and guidance have been invaluable.