Structure Your Business
"My job is to guide you through the process every step of the way."
TJ Cotten, Sales Vice President, TD Ameritrade Institutional
Making the move is about more than checklists. It's about feeling confident every step of the way. We'll help you gain access to the services you need from third-party legal and tax professionals to selecting technology and even office furniture. Then we'll deliver a customized timeline and action plan—and provide logistic and strategic support to help keep you on track.
Legal and Compliance Considerations
Legal and compliance
What client information can you take with you, and how do you reister your new firm? Our Transition Consultants can help you answer these and other questions before you move.
Setting Up Your Business
Why partner with us?
We understand that every advisor has different goals, ambitions and needs, so we provide step-by-step guidance and support as you plan your move, helping you gain access to every service you need to help you build the business you envision.