Frequently Asked Questions

The benefit of taking your financial advisory practice independent is to gain more freedom and flexibility in your approach. You set the terms on how, when, and where you meet with your clients. You choose how you want to brand yourself. And you receive more of the reward for work done well.

You can start right here with Business Transition Solutions. No matter where you are in the process, we can point you to the best next step. Even if you are just beginning to consider independence, we can connect you to all the right people as you work through due diligence.

Because you don’t know what you don’t know. We hear that all the time. Business startup is not something most people do every day. But we do. We know the common mistakes and best practices and while there is no cookie cutter solution to business startup, we can sure help you maximize your time, energy, and resources as you transition to independence.

We do! And lots of other people, too. But the team at Business Transition Solutions becomes an extension of your team as a remote operations manager, and serves as your advocate and the connection point to all the various resources you will need throughout transition to independence. You will need different support and different times throughout the process – and we can bring what you need to the table.

Business startup costs will look different for everyone, and it is important to forecast those expenses when considering a transition. Transition support should offer the opportunity to go through an extensive proforma exercise not only to determine startup costs and ongoing revenue and expenses for year one and beyond, but to also set expectations within each expense category to outline what is to come for vendor engagement you need to support your business.

That’s the best part of partnering with Business Transition Solutions. We know what you need to do to set up your new business, and can help you focus on the right things at the right time no matter your timeline. We can make the most of your time so you can invest less and accomplish more! We take the weight of the unknown off your shoulders and guide you step by step through business startup through a detailed transition timeline and checklist. That way, you can stay focused on what’s most important – your clients.