Our Transition Team will analyze the key components of your business and develop a clear, personalized plan to transition your practice as smoothly as possible. You will be assigned a transition specialist who will serve as your main point of contact throughout the entire process. We provide personal office visits, a detailed procedure manual and ongoing support with paperwork, licensing, transferring accounts, compliance, technology and software. Our transition team is responsive and proactive to our advisors' individualized needs and will familiarize you with our policies, procedures, staff and resources. Most importantly, our involvement does not end once your transition is complete. Your specialist will be available to assist you with what you need for your long-term success.

We encourage personal growth and professional development, empowering our advisors to be their best. At Brewer Investment Group, our advisors and employees are our most valuable asset.

Some of the key transition services provided by Brewer include:

• Developing a customized transition plan suited to your unique business
• Ensuring that you and your staff are intimately familiar with Brewer's forms, policies and procedures
• Helping with the completion of licensing materials, including the U4
• Timely approval of business cards, letterhead and other marketing related materials
• Tracking your brokerage account transfers from start to finish

We believe the art of progress is to preserve order amid change.   Brewer recognizes the importance of a timely and smooth transition and is committed to providing prompt and efficient ongoing service.

For more information, or to speak with a transition specialist, please contact Adam Erickson, Managing Principal, or 800-971-2440.