About Our Philosophy And Our Services
At Breakaway Partners, we bring over 100 years of experience to bear on every case for every client whom we serve in the financial industry. We fuse the sophistication of a large law firm with the nimbleness of a small boutique firm.
Every client who partners with our firm receives the benefit of our combined knowledge. John Vaughn and Chris Rowlett have transitioned well over 1,000 teams during their careers. As a well-coordinated team, we help financial professionals realize their objectives.
Learn about our backgrounds and qualifications through these links:
A Team Ready To Oversee Your Journey Ahead
Our clients are our partners. We strive to develop ongoing constructive legal relationships with every client we assist. Breakaway Partners provides clients continuing advice and counseling in all areas of their business, including:
- Business and commercial litigation
- Financial industry dispute resolution
- Mergers and acquisitions
- Securities law compliance
- Employment counseling
We assist financial advisors breaking away from the pack and striking out on their own. and transition to new ventures on their own. We offer turnkey solutions to help you exit smoothly and launch a new or restructured financial advising firm with confidence.
Forge Your Path Ahead With The Guidance That You Need
It is never too late or too early to seek our counsel. Whether you need help reviewing documents a few days before leaving your employer or plan a more nuanced exit six months to a year in the future, we are here to help. We guide financial advisors through all aspects of a transition, assisting with contract review, resignation planning, corporate formation, initial compliance setup, client agreements, and employment agreements.
To schedule a conversation with us about your professional plans and challenges – possibly breaking away; possibly resolving a dispute – call 619-826-8345 or email us today. With a personalized approach, we focus on helping clients achieve their goals. Based in San Diego, we serve clients nationwide. From the foundation of a common understanding between us and our clients, we are always are ready to address your legal challenges efficiently, aligned with their unique needs.