Consultants Period, LTD

The Firm

Keeping an eye on the Street since 1991.

Eric Gershman is the industry's preeminent compensation and relocation specialist. For 31 years he has led Consultants Period, LTD — the family firm founded by Wall Street legend Norman Gershman — and earned the trust of the most sophisticated professionals on the Street.

For every Advisor, we work all three at once — compensation, relocation, and turning the Book into a capital-gains event.

Independent

We don't own a platform and we're not a rollup looking for your Book. We're paid to get you the best outcome, wherever it is.

Confidential

Every conversation is off the record. Your plans, your timing, and your name stay with us.

Insider

Three decades inside the Wirehouses and deep Goldman Sachs relationships. We know what your business is worth.

Contracted

We hold signed agreements with real platforms across the Street, from boutiques to the Majors.

Leadership

Who you work with.

Eric W. Gershman

Eric W. Gershman

President

Eric W. Gershman has negotiated billions of dollars of T-12 for elite teams all over the Street. For over 31 years, he has built a reputation as a true Financial Architect, structuring landmark deals for Wall Street's top Firms and Advisors, including over 40 Goldman Sachs teams. Prior to his tenure, he founded Published Image, Inc., the nation's largest publisher of financial education materials — now an S&P company.

Eric resides in Burlington, Vermont, with his wife. When he isn't reading the Wall Street Journal, he enjoys writing fiction, yoga, and playing music.

Zachary A. Gershman

Zachary A. Gershman

Executive Vice President

Zachary Gershman brings an analytical approach to elite Advisor transitions, leveraging deep market data to drive enterprise value. Following a successful career as a luxury Hotelier, Zachary now spends his days navigating complex deal structures and consulting with Advisors managing high-net-worth Books.

Slater Fox

Slater Fox

Executive Director

Slater works on transition strategy and the firm's research, with a background in market structure and deal economics. He helps Advisor teams understand what their practice is worth and how to protect it in a move.

Work with a firm that's done this since 1991.

40+ Goldman Sachs teams. 33 of Barron's Top 100. One confidential conversation away.

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100% Confidential100% Independent100% in Your Corner