Business structure to meet the changing financial advisor landscape
Practice consolidation and teaming is changing the landscape of our industry, with increasingly complex partnerships and equity arrangements. These changes require a higher level of business management, which is often facilitated by a business entity (LLC or S-Corp) and a partnership operating agreement. With three levels of support available, our comprehensive entity formation service is designed to help you establish a strong foundation for your growing practice.
Benefit from legal expertise
Our team of legal professionals have decades of experience developing legal agreements and structures for the financial advisor industry. They understand the nuances of the advisor regulatory environment and how to develop entity documents that meet local, state, and federal requirements as well as industry compliance.
We walk you through the process step-by-step
Our streamlined process and industry expertise allows us to deliver our Turnkey Entity Support service in a timely fashion. You’ll also enjoy peace of mind with clear, up-front pricing and pro-active approach to communication and collaboration with you and your partners. Our optional features let you enhance and further customize the service to meet the needs of your specific practice, giving you the ability to select and design the package that works best for you.