Break Away From The Pack

Preparing You To Break Away From The Pack

There is no shortage of reasons to break away and start your own firm, primarily the opportunities for financial growth and the autonomy that comes with being an alpha. Whether you are looking to make your move in the immediate future or have an eye on making your transition a year from now, it is crucial to make sure you have fully considered the financial and legal implications of your decision to breakaway with the portfolio you have built and nurtured throughout your career.

At Breakaway Partners, we can help you jump-start your career, positioning you to better serve your clients and outrun the competition on your own terms. We are a highly respected San-Diego legal firm dedicated to the financial advising space and trusted by preeminent firms and advisors coast to coast.

Transition Contract Services From Dedicated San Diego-Based Attorneys

We offer contract review services from dedicated, smart professionals who understand the issues that matter most to financial advisors. As you consider breaking away from your current platform we can take care of steps such as:

  • Analyzing current contractual obligations, including restrictive covenants and monies owed under promissory notes
  • Negotiating and reviewing your new compensation package
  • Strategizing regarding the scope and breadth of client communications both pre-and post-transition
  • Determining which clients you can take with you

Our attorneys have the knowledge and skills necessary to identify and resolve all potential contractual issues that may impact your decision to break away.

Hit The Ground Running

When you choose Breakaway Partners for your transition contract needs, you are choosing a group of attorneys who combine more than 100 years of experience in the areas that matter most to your success. Call 619-826-8345 to schedule your consultation. From our office in San Diego, we can assist clients throughout the U.S.