Ready. Set. Grow.℠
Services Offered by Founders
- Unwavering support to for your unique needs
- An experienced transition and support team
- Operations support for advisors and firms
- Ongoing consulting to assist in your growth with our experienced team
- A high payout – customized pricing to meet each advisor’s unique needs
- Virtual licensed administrative support
- Outsourced compliance
- 1099 or W2 model
- High multiple succession plans
- Locating and securing office space for rent or lease
- Purchase of office equipment and software
Services Provided by our Strategic alliances
- Transition assistance
- Money management platforms
- Research
- Trust services
- Private banking solutions
- Lending solutions
- Alternative investments
- CPA and bookkeeping solutions
- Marketing support
- Acquisition support and capital
- Technology platforms and software
- Client lead programs