02
Making the Move
Our transition team is with you all the way. Here’s what you can expect:
You will have a dedicated point person to personally serve as a single point-of-contact—from recruitment to transition to hand-off.
A transition team that provides due diligence, covering your book of business to make sure the firm can support it.
A transition team that prepares all paperwork.
A transition team that has an extensive preparation strategy and tight execution to assist in a smooth transition.
A personalized transition team that understands the unique needs of your practice (size, book requirements and business mix). When you choose Momentum Independent Network, we don’t rest until you’re back to business as usual.