A comprehensive approach that covers the full life cycle of your move
Six distinct phases ensure every decision is informed and every transition is successful
A clear path from where you are to where you want to be
Deep dive into your practice and priorities. We map your unique 6C profile and define success.
Identify multiple firms that truly align with your priorities based on your 6C profile.
Facilitate meetings, coordinate demos, and connect you with real advisors for unfiltered conversations.
Create your side-by-side comparisons, economic modeling, and risk assessment.
Make your choice, negotiate the best terms, and plan your announcement strategy.
We do not disappear when you sign. We stay actively involved through your transition and early ramp, with scheduled check-ins and on-call support if something does not go as planned.
Get answers to the most common questions about our process
Most advisors complete the full process in 3-6 months from initial conversation to successful transition. However, we're completely flexible to your timeline. Some advisors move faster when timing is urgent; others take longer to be thorough.
To build your 6C Scorecard, we'll need: T12 Production Summary, practice overview, current technology stack, your priorities across the 6C dimensions, and any timing constraints. Everything is handled confidentially.
Absolutely. This is your career and your timeline. You can pause at any stage for personal reasons, contractual obligations, or simply needing more time to think. We'll be here when you're ready. No pressure. No judgment.
We never contact any firm without your explicit approval. You decide which firms to engage with and when. Early conversations happen anonymously until you're comfortable. Your current firm, clients, and colleagues won't know unless you decide to tell them.
Let's have an honest conversation about your practice, your priorities, and what your ideal next chapter looks like. No pressure. No obligation. Just clarity.