Marketing
We will guide you through getting your initial marketing set up for the launch of your firm. This will include access to marketing specialists to develop brand, logo, and other marketing materials.
- Branding
- Marketing Materials
- Website and Digital Marketing
Business Set up
We can help you set up your business, from finding the right office space to choosing the right technology and establishing your business entity. Our team of experts will guide you through these areas to ensure you are set up for success on Day 1 of business ownership.
- Office Space
- Technology
- Business Entity
- Employee Payroll and Benefits
Client Transition
The smooth transition of your clients will be your number one focus during the first 90 days of launching your business. It starts with understanding your current situation and contract, developing a transition and client communication plan, and having the right support team, so you can focus on talking to your clients about why you are launching your own firm and how it benefits them.
- Access to outside legal counsel
- Client Communication
- Client Transition
- Dedicated Business Processing Concierge