A single source solution to manage and protect your practice.

Peace of mind comes from knowing that you have an experienced team at your side to help you navigate the complexities of your financial advisory business.
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EmployShare — Our Approach

We design, build and operate customized business models for financial advisory practice owners. We do this by offering a suite of integrated systems, from the straightforward to the complex – and everything in between. You are supported by complete access to our experienced team of Human Resource professionals, certified payroll administrators and knowledgeable business consulting experts. The entire team is backed up by experienced internal legal counsel. All at a controlled cost to you.

We start with a deep dive into your current business model. We conduct a thorough and collaborative examination of your business, its strengths, weaknesses, vulnerabilities and gaps. The result is a very detailed plan, your Employer Model Plan, which includes recommendations and solutions to manage and protect your practice, in addition to guidance and directives for mitigating your risk with various federal and state regulatory agencies.
We build your Employer Model and install processes and safeguards to enhance and protect your practice. Deliverables include an array of necessary business documents such as state-specific employment agreements, job descriptions, compensation agreements, employee handbooks, succession agreements, equity agreements, protective documents and more. We also align your legal entity operating documents, insurance, and accounting practices to help you strengthen and fortify the protective layer you expect from your legal entity.
We designed and built your customized Employer Model. Now we help you operate it 24/7. Our System integrates normally fragmented processes into a Single Source Solution. We connect your business model to your practice and employees, bringing you into a protective position with regulators who can hurt you the most, like FINRA, SEC, DOL, IRS and numerous state agencies. We help you run your business and reduce your burden of risk – so you can spend more time with your clients.
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What We Do

We design, build and operate customized business models for financial practice owners. Whether you are a sole proprietor or an S-Corp, use independent contractors or have employees, EmployShare takes the guess work out of the business side of your practice.

For fifteen years, our core expertise has been in the financial services field. We look at your practice end-to-end, and provide guidance and administration in human resources, benefits, payroll, compensation, insurance, employee relations and more. We provide business and legal entity guidance for complex teams with multiple owners. We put safeguards in place to protect you and your practice from unforeseen conflicts, giving you controls to mitigate, prevent and avoid risk. Our clients tell us that they “sleep better at night” because we are looking out for them.

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How We Do It

We comprehensively understand the unique world of Broker/Dealers, a world that is progressively more complicated. As an independent financial advisor, you are subject to a whole host of rules and regulations, at both the federal and state (or multi-state) level. As you have grown, you have compounded the complexities and liabilities relating to: employment practices, taxes, compliance, benefits, and the list goes on. You may not be prepared to understand and comply with all of the regulatory requirements…but we are.

We provide a Single Source for you to operate the business side of your financial advisory practice. We take on accountability for everything we touch, meeting all applicable state and federal laws and ensuring that you remain in compliance and are protected.

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What It Means for You

Our professional team members are credentialed and licensed in their respective fields, including FPC, CPA, JD, PHR, SHRM-CP and more. Your practice and your employees benefit from proven resources and solutions, along with complete access to our experts on employer responsibilities, benefits, employee relations, insurance and other issues. You avoid, reduce, or mitigate the possibility of making a tactical error that could be unrecoverable to your practice. You manage both your risks and your costs, even when the unexpected happens.

You have one less hat to wear, allowing you to live the lifestyle of your choice, the work-life balance you desire. You can sleep better at night knowing you have done everything you can to efficiently and effectively protect and manage the practice you have invested so much time building.

Our Comprehensive Array of Solutions

EmployShare helps you manage and protect your financial advisory practice, so you can spend more time with clients.

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Human Resource Management

EmployShare adds value to your practice through proper management of your biggest asset, your employees.

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Payroll and Tax Administration

EmployShare can ease your administrative burden with stress-free payroll and tax administration.

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Group Benefits Administration

EmployShare provides your employees with a positive benefit experience, access to leading carriers and first-class benefit options.

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Business Development / Consulting

EmployShare offers professional experience in the independent financial advisor world.

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