Full Transition Support 

End‑to‑end support through resignation, go‑live, and stabilization.

This is comprehensive transition support for advisors who want an experienced partner actively involved before, during, and immediately after the move. This tier combines structured planning with hands‑on coordination through go‑live and early post‑join execution.

What This Is

A full‑scope transition engagement that supports you from pre‑resignation planning through go‑live and initial stabilization. This bundles Strategic Planning and extends into real‑time coordination, issue management, and execution support during the most operationally intense phase of a transition.

This service is designed for advisors who prefer not to manage the transition alone while running their business.

What You’ll Get

• End‑to‑end transition oversight from pre‑join through post‑go‑live stabilization

• Active coordination during resignation, move week, and initial account migration

• Real‑time guidance on privacy, documentation flow, and operational decision‑making

• Issue identification and escalation management as challenges arise

• Structured post‑go‑live support to stabilize workflows and client activity

What’s Included

• Strategic Planning and Readiness Support

• Ongoing working sessions before resignation

• High‑touch availability during move week and early post‑join period

• Workflow monitoring and adjustment as execution unfolds

• Transition momentum management so small issues do not compound

Who It’s For

Full Transition Support designed for advisors who:

• Want hands‑on support through the entire transition

• Are managing complex books, teams, or time‑sensitive moves

• Prefer an experienced operator involved in real‑time decision‑making

• Want to reduce operational distraction while maintaining client focus

Pricing

Quoted as a custom fixed‑fee engagement, typically $15,000–$30,000, based on transition scope and complexity.

Pricing typically reflects:

• Size and complexity of the book of business

• Team structure and staffing involvement

• Custodian and platform mix

• Timeline compression and post‑go‑live support requirements

Engagements are scoped and priced prior to signing. Payment terms are defined in the engagement agreement.

Outcome

You complete your transition with active operational support at every stage— minimizing disruption, resolving issues as they arise, and allowing you to stay focused on clients while the transition is managed deliberately and professionally.