Investing in a relationship with EmployShare as your strategic business partner allows you to focus on building your practice.

Avada Admin

Business Model Development

Business design and organization, specifically designed for your practice.

Avada Admin

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.

Avada Admin

Practice Acquisition

Customized approach to practice acquisition, including guidance on Practice Purchase Agreements and Buy Sell Agreements.

Avada Admin

Succession Planning

Consultation and guidance regarding comprehensive exit strategies and retirement options.

Avada Admin

Practice/Equity Protection

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.

Avada Admin

Compensation Modeling

Best practices for paying registered advisors, including books and records and more.

Avada Admin

Tools for Advisor Recruits

Attract and retain advisor recruits by providing an interest in your practice without giving up ownership.

Avada Admin

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