OUR VALUE
Our approach combines tailored guidance, financial clarity and connections to the services and expertise you need to move forward with confidence. We help you assess your options, understand the financial implications and navigate your transition so you can build a business aligned to your goals, strengthen client relationships and create long-term value.
PRODUCT HIGHLIGHTS
01
Transition Planning
We provide step-by-step guidance, communication planning and execution support to help plan your move, minimize disruption and keep clients informed throughout the transition.
02
Financial Analysis
We offer customized analysis of start-up costs, capital needs, revenue potential and long-term value to help you understand the economics of independence and make informed decisions.
03
Business Model Guidance
We’ll help you compare independence pathways, from launching a firm to joining an existing RIA, and identify the model that aligns to your goals, clients and growth strategy.
04
Referral Network Access
We’ll connect you to a network of providers across key areas such as legal, compliance, technology and operations to support your launch and ongoing business management.
BENEFITS AT A GLANCE
Greater Control
You can shape your business around your vision, with the flexibility to define your client approach, services, pricing and operating model.
Stronger Economics
You’ll retain more of the value you create through higher payout potential and the opportunity to build long-term equity in your business.
Deeper Client Alignment
You’ll be able to deliver more personalized experiences for clients with greater transparency and fewer constraints, helping strengthen trust and long-term relationships.
* Outcomes depend on factors such as advisor profile, business model, assets, expenses, market conditions, transition risk, and client retention. Support provided by BNY Pershing is educational and informational, there’s no guarantee of service quality or outcome. Legal, compliance, and tax decisions should be made with the assistance of service professionals.
READY TO TALK ABOUT WHAT'S NEXT?