going independent
Are you looking to take your practice to the next level?
We will help you navigate through the entire process including:
- Initial review and breakdown of the current state of your practice
- Benefits of running your own P&L
- Identifying your Top 3+ needs for the future of your business
- Selecting the best partners to align with your newCo firm
- How will your clients benefit from such a move and building your “Why”
- How to prepare your staff and clients for such a move
- Selecting your firm launch date
- Supporting you throughout your transition planning and launch process
