Programs & Services | Transition Services | Financial Planning

Guiding you efficiently through your transition period is as important to us as it is to you. At IAC, our specialists are determined to make your transition transparent to your clients and ensure that you and your staff become familiar and comfortable with our personnel, procedures and resources. Every step of the way, a member of our team will be there to direct you to the key individuals within our firm, follow up on any outstanding items and guide you in completing the various forms required to transition your business.

We work with you to develop a customized timeline and transition plan that will best suit you and your practice;

  • Onboarding, licensing and registration assistance
  • Timely marketing review and approval
  • Technology integration and implementation
  • Forms, policies and procedures, providing training, reference materials and paperwork assistance
  • Onsite visits and online webinars for your transition and training support.

We take pride and strive to provide superior communication and service throughout the transition process and are committed to making this the best experience possible. We look forward to working with you and your business – your way.