Investing in a relationship with EmployShare as your Strategic HR Business Partner allows you to redirect your time building your practice.
[/vc_column_text][/vc_column][/vc_row][vc_row kwoon_bg=”light”][vc_column][vc_column_text]Examples of our services include:[/vc_column_text][vc_row_inner][vc_column_inner width=”1/4″][kwoon_side_icon_block icon=”budicon-check-1″ duration=”0″ delay=”0″]Employer Model Development
Business design and organization, specifically designed with the needs of your practice in mind.[/kwoon_side_icon_block][/vc_column_inner][vc_column_inner width=”1/4″][kwoon_side_icon_block icon=”budicon-check-1″ duration=”0″ delay=”0″]
Organization & Legal Entity Design
Guidance for optimal use of your legal entity. Strategies for utilizing a legal entity in accordance with FINRA and SEC regulations.[/kwoon_side_icon_block][/vc_column_inner][vc_column_inner width=”1/4″][kwoon_side_icon_block icon=”budicon-check-1″ duration=”0″ delay=”0″]
Practice Acquisition
Allow ES to create a customized approach to practice acquisition, including guidance on Practice Purchase Agreements and Buy Sell Agreements.[/kwoon_side_icon_block][/vc_column_inner][vc_column_inner width=”1/4″][kwoon_side_icon_block icon=”budicon-check-1″ duration=”0″ delay=”0″]
Succession Planning
Proactively plan for the future, including consultation and guidance on comprehensive exit strategies and retirement options.[/kwoon_side_icon_block][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/4″][kwoon_side_icon_block icon=”budicon-check-1″ duration=”0″ delay=”0″]
Practice/Equity Protection
Protect your Book of Business through proper legal agreements, including Practice Interest Agreements, Attrition Agreements, Non-Competition and Non-Solicitation Agreements, and protection of Trade Secrets and Confidential Information.[/kwoon_side_icon_block][/vc_column_inner][vc_column_inner width=”1/4″][kwoon_side_icon_block icon=”budicon-check-1″ duration=”0″ delay=”0″]
Compensation Modeling
Best practices for paying registered advisors, including books and records best practices and much more![/kwoon_side_icon_block][/vc_column_inner][vc_column_inner width=”1/4″][kwoon_side_icon_block icon=”budicon-check-1″ duration=”0″ delay=”0″]
Tools for Advisor Recruits
Consultation on documentation designed to attract and retain advisor recruits by providing an interest in your practice without giving up ownership.[/kwoon_side_icon_block][/vc_column_inner][vc_column_inner width=”1/4″][kwoon_side_icon_block icon=”budicon-check-1″ duration=”0″ delay=”0″]
Experienced Advisor Recruits (EARs)
ES has more than 20 years of experience in the transition of group and individual EARs.[/kwoon_side_icon_block][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]Interested in learning more? Watch this quick video below:[/vc_column_text][vc_column_text]