Our Process

To determine whether there is an appropriate fit between KG Advisors and a prospective strategic partner, both parties collaborate on a five-step process that encompasses initial goals assessment through the actualization of the partnership:

  • Discovery – together answering the question, ‘Is this the right fit?’
  • Planning – determine responsibilities and necessary regulatory/compliance requirements
  • Structure – coordinate formation documents for custom partnership/entity.
  • Strategy – acquire necessary technology, training and develop marketing plan.
  • Launch – support and grow the new RIA business.

To learn more, please contact our office today at 800-542-4916 or email info@cpa-ria.com for a more detailed discussion about our model and unique process.

Read More: Partner Profile