A comprehensive approach that goes far beyond "shopping your book"
Six distinct phases ensure every decision is informed and every transition is successful
A systematic journey from initial discovery through 180 days of transition support
Weeks 1-2
Understand your practice, priorities, and success criteria
Week 3
Identify 8-12 potential firm matches based on your 6C priorities
Weeks 4-8
Coordinate meetings, demos, and comprehensive due diligence
Weeks 9-10
Build your 6C Scorecard™ with side-by-side comparisons
Weeks 11-14
Finalize choice, negotiate terms, and plan your transition
Months 1-6
180 days of hands-on support to ensure your success
Typical timeline from first conversation to transition complete
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 8-12 firms that truly align with your priorities—not just whoever's paying us the most.
Facilitate meetings, coordinate demos, and connect you with real advisors for unfiltered conversations.
Build your 6C Scorecard™ with side-by-side comparisons, economic modeling, and risk assessment.
Make your choice, negotiate the best terms, and plan your announcement strategy.
We don't disappear when you sign. 180 days of check-ins, troubleshooting, and support.
We don't just match you with a firm—we ensure you thrive for decades
We start with the 6C Framework™ to understand what matters to you—before ever discussing compensation. We lead with the right alignment, not just the biggest check.
Comprehensive side-by-side analysis with real scoring across all six dimensions, economic modeling over multiple time horizons, and transparent risk assessment.
We connect you directly with current advisors at each firm for unfiltered conversations. Our relationships mean honest answers, not recruiter talking points.
We stay with you for six months after you sign—with structured check-ins and proactive troubleshooting. We measure success at 180 days, not day one.
Zero disclosure without permission. Controlled introductions. Anonymous initial discussions. Your current firm never knows unless you want them to.
Need to move quickly? We can accelerate. Want to be methodical? We support that too. This is your career decision—we move at your pace, not ours.
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.
No. You never pay us a dime. Firms compensate us when we successfully place an advisor, aligning our incentives completely with yours. No hidden fees, no costs passed through, no surprise charges.
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.