Are you a Financial Advisor transitioning to independence?
Congratulations on starting your own business! Maybe that seems funny to hear as you’ve been running a practice with your clients for so long and so successfully. But owning your business and having control of your operations, expenses, company direction, growth and succession is exhilarating! It comes with its share of challenges as does everything in life, but they are small in comparison to the rewards you will experience. As you transition to this next exciting chapter, it’s important to have the support you need.
What We Do
Your business is as unique as you are.
There is no one-size-fits-all method to business ownership. BTS provides you with choices — choices in vendors and choices in solutions — to be sure you get what’s best for you. Throughout business start-up, you will receive objective options from people who know the industry and know you: helping you make good and timely decisions. The team members at BTS are mentors, project leaders, coaches, subject matter experts, operations managers, sounding boards, and advocates all rolled into one.
Together, our goal is to create a culture that works for the owners, the team, and the clients.
BTS will support you in areas such as:
- Entity Structure
- Budget Creation
- Financing Options & Banking
- Office Space & Considerations
- Employee Benefits
- Communication with CPAs
- Technology Support
- Human Resources
- Marketing & Branding
- Office Furniture & Supplies
- Accounting & Bookkeeping
- Payroll
- Commercial Insurance
- Client Messaging
Consider us your remote operations team.
With support in business operations, you as a business owner can better keep deep expenses in check, facilitate growth, and to minimize distractions.
There is no one-size-fits-all method to business ownership. BTS provides you with choices — choices in vendors and choices in solutions — to be sure you get what’s best for you. Throughout business start-up, you will receive objective options from people who know the industry and know you: helping you make good and timely decisions.
The team members at BTS are mentors, project leaders, coaches, subject matter experts, operations managers, sounding boards, and advocates all rolled into one.