Every partnership starts with a conversation.
The first call is an hour with Andrea Darden about your practice, your clients and what you want next. You don't need to send any documents, and nothing is decided on the call.
If there is a fit, we will propose a confidentiality agreement before any practice information is exchanged.
Ann Arbor, Michigan 48104
Book a call with Andrea directly.
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What advisors ask first.
Will my clients or staff know I reached out?
No. Inquiries are read only by the firm's principals. We do not contact your clients, staff or custodian without your permission.
What do I need to share at the start?
Only a conversation. Detailed practice information is requested later, under a confidentiality agreement.
Can I keep my practice name?
In many cases, yes. Branding is discussed early so it is built into the structure from the start.
How are terms structured?
Individually. Buyouts, revenue sharing, phased payments and equity can be combined depending on your goals. See Ownership & Terms.