QBCo Advisory, LLC

Transaction overview

Reported completed

Resonant Capital Advisors, LLC and QBCo Advisory, LLC combined their firms in a transaction that closed on May 31, 2025, according to their July 18, 2025 announcement. The combination brings together investment advisory and planning services with tax and business consulting. Financial terms were not disclosed.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.