Page 2 - Myriad_Commonwealth brochure

INDEPENDENT BUSINESS SIMPLIFIED
Myriad Advisor Solutions is focused on Financial Advisors seeking the rewarding path of business independence. Myriad looks at each transition strategically and tactically while tailoring the blueprint to the unique requirements of each Advisor. Myriad’s unmatched expertise with starting a practice will make your transition a breeze. Myriad will collaborate with the Advisor and the firm throughout the process. Our proven track record of process and procedures are designed to deliver the expertise, education, and interactive involvement when and where
it is needed. Myriad recognizes that each transition varies and each party will have differing expectations and needs for the new business venture, Myriad has the experience to deliver and meet the required objectives.
TRANSITION PACKAGE OFFERINGS
Transition Consultation
• Project manage in conjunction with your consultant and the advisors to ensure a seamless transition.
Real Estate
• Search/sourcing space
• LOI and lease negotiation
• Space design
• Sourcing lease and general liability insurance • Inside wiring
Marketing
• Branding consultation
• Logo and design services
Business Structure
• Consult on the types of entities and help select the type for the advisor’s practice
• File the appropriate federal and state paperwork
• Operating and partnership agreements assistance
Furniture Consultation & Space Design
• Myriad national furniture contract represents over 110 different manufactures with 40 to 50 percent discount.
Financing is available for furniture purchase
Human Resources
• Staff recruiting
• First day paperwork
• Consult and aid with the creation and sourcing of health benefits
• Implementation of workman’s comp insurance and other required business Insurance
• Labor law posters
• Job descriptions
• Offer letters
• Employee handbook creation and consultation • Payroll solutions
On-site Installation
• Experienced Myriad team members will arrive on-site and install, configure, and test all technology equipment to the BD requirements.
Access to Strategic Partnerships
• Myriad offers you strategic partnerships to give you access to new customers and improve your competitive positioning.