Support

We understand that transitioning your business is a significant task, and we deeply value the trust you place in us. That’s why we’ve developed a streamlined transition process designed to eliminate stress and make the experience effortless for you. Our transition team brings extensive expertise in every aspect of the process, including new accounts, operations, compliance, and registrations.

Our comprehensive services ensure a smooth and successful transition of your business to Andrew Garrett. The process is structured around four key stages, guiding you through account and license transfers while helping you utilize our practice management and marketing tools to elevate your business.

You’ll be supported by a dedicated transition team, acting to ensure a seamless experience throughout both the pre-onboarding and post-onboarding phases. With us managing the details, you can stay focused on what you do best.

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