How it works
Four stages, from the first conversation to operating inside the alliance. Open a stage to read it.
Stage 1 of 4
The first call is about your practice as it stands today: what is working, what is costing you nights and weekends, and what you want the firm to look like in five years. You are evaluating us at the same time. You should finish the call knowing whether a second one is worth your time.
Stage 2 of 4
Both sides look under the hood. We review your book, your custodial relationships, and your compliance history. You meet the people you would actually work with week to week, and you talk to member firms who already made this move.
Stage 3 of 4
Before anything moves, the transition gets written down: which custodian each client lands at, what your clients hear and when, which systems you keep and which you retire, and who is doing what on which day. Launch week is not the week to start improvising.
Stage 4 of 4
Clients move, the systems come online, and the back office becomes someone else’s job. Your brand and your client relationships are unchanged. What changes is the list of things you stop doing: billing, filings, archiving, vendor management, and the platform work that never showed up on an invoice but always cost you the evening.