You see the benefits of becoming independent, but the jump feels overwhelming and scary.  We walk you through the journey and ease the transition from education, preparation, and implementation. 

We educate and prepare financial advisors to go out on their own. Through a series of workshops we help advisors understand the landscape, technology, compliance, legal, office space and more. To maximize your revenue and profitability, we provide personalized training on pricing models and economics.

Understand your current position and outlook for future state. We provide a thorough economic analysis to help you get to where you want to be.

Save time by letting us do the due diligence. We also ease your move by providing introductions to custodians, legal, compliance, and technology partners. 

Drive value with technology. We help you design your tech stack and match you with right-fit suitors for back-office needs. 

We help you put the plan into action. We provide a blueprint to map out project execution and data conversion. We also coordinate plans and paperwork with legal, compliance, and technology partners. We take the burden off your shoulders, save you time, and cut costs of your launch.