We Are Equity Impact

A consulting team focused on helping Financial Advisory Firms increase the value of their business through organization.

CRM Automation & Efficiencies
- Are you experiencing limitations with your Microsoft Dynamics 365?
- Do you find your experience as a Tamarac client could be more tailored to your needs?
- Have you thought about how automation could save time in your daily operations?
- Are you frustrated with your CRM being misaligned with how your team works?

Prepare Your Business for Sale
- Do you dream of retiring within two to five years?
- Are you concerned about your financial security in retirement?
- What income could you potentially leave on the negotiating table?
- Have you considered the potential challenges of your clients’ transition?