Investing in a relationship with EmployShare as your strategic business partner allows you to focus on building your practice.
Business Model Development
Business design and organization, specifically designed for your practice.
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.
Customized approach to practice acquisition, including guidance on Practice Purchase Agreements and Buy Sell Agreements.
Consultation and guidance regarding comprehensive exit strategies and retirement options.
Protect your Book of Business through proper legal agreements: Practice Interest Agreements, Attrition Agreements, Non-Competition and Non-Solicitation Agreements, and protection of Trade Secrets and Confidential Information.
Best practices for paying registered advisors, including books and records and more.
Tools for Advisor Recruits
Attract and retain advisor recruits by providing an interest in your practice without giving up ownership.
Experienced Advisor Recruits (EARs)
More than 20 years experience in the transition of group and individual EARs.
For more information, please contact Jeffery A. Bovalino, JD and CEO