In 2017, our experienced team helped 30 individual offices move 90% of their business to a new firm in 90 days during a mass transition. 

• We accomplished this by working closely with our partners, leading regular transition calls and conducting onsite visits to all 30 offices to ensure clarity and alignment on all steps in the process.

• Since then, we have successfully transitioned numerous offices with a similar framework. In addition, we now offer onsite assistance in certain situations to help complete forms and conduct systems training to ease the burden on you and your staff.