Comprehensive Support for a Successful Launch

Launching or transitioning a financial practice requires more than just choosing the right firm. We go beyond recruiting to deliver what you need to thrive in your new business.

Ensuring Every Detail is Covered

There’s more to a successful launch than just picking the right platform, chassis, custodian, and technology partners. Your practice is built on people—your clients, team, and family. We help you make sure all the bases are covered, ensuring that their change journeys are well managed and that the overall project is well run.

We find many firms need one or more of the following support elements.

Pricing Structure

Generally speaking, each service package costs $2,500 per category. For advisors with greater than $100 MM AUM, these services may be included in your work with our firm. Services are bespoke to each practice’s needs and billed as individual projects based on specific needs.

Tailored Solutions for Your Success

Every transition is unique, and our additional services ensure you’re set up for success from day one. Whether you need comprehensive launch support or targeted expertise in a specific area, we provide the right level of assistance to fit your needs.

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